MARQUIS WEALTH GROUP

(480) 581-5330

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  • More
    • Home
    • Who We Are
      • About Us
      • Our Team
      • Our Partners
    • What we do
      • Achieving the Right "Fit"
      • Process
      • Services
      • Events
      • Market Updates
    • Clients
      • Contact
      • American Funds 529 Login
      • American Funds 529
      • LPL Client Log in
      • Forms
      • Resources
      • Security & Statements
      • Tax Planning

(480) 581-5330

MARQUIS WEALTH GROUP
  • Home
  • Who We Are
    • About Us
    • Our Team
    • Our Partners
  • What we do
    • Achieving the Right "Fit"
    • Process
    • Services
    • Events
    • Market Updates
  • Clients
    • Contact
    • American Funds 529 Login
    • American Funds 529
    • LPL Client Log in
    • Forms
    • Resources
    • Security & Statements
    • Tax Planning

AMERICAN FUNDS FOR CAPITAL GROUP 529 PLANS

Account View 2.0

The new 2.0 version builds upon the current site with the addition of a new mobile app. Whether you predominantly use a desktop, tablet, smart watch or smartphone, the new Account View 2.0 mobile app and portal meets you where you are with quick access to your account information.  Contact us to enroll for online access to your Marquis Wealth Group accounts.

Check out our Account View video/brochure for an overview of the new app and its enhanced features. Watch the video here.

ENROLL TODAY!

Reference guides:

How to withdraw money from your 529 (pdf)Download
529 Intro- AF How to Contribute (pdf)Download
How access your account online (pdf)Download

Copyright© 2023 Marquis WEALTH Group-All Rights Reserved. All entities are separate and unaffiliated with LPL Financial. SECURITIES offERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH STRATOS WEALTH PARTNERS, A REGISTERED INVESTMENT advisor. stratos wealth partners AND THE MARQUIS GROUP ARE SEPARATE ENTITIES FROM LPL FINANCIAL. THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THE SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES: 

AK, AZ, CA, CO, FL, ia, IL, MA, MI, MN, MT, NM, OH, OR, VA, WA, WI.

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