[et_pb_section fb_built=”1″ admin_label=”Intro Center” module_class=”page-direct-portfolio-advisor-forms headline-center” _builder_version=”4.16″ da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”left” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][cumo_breadcrumb _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_breadcrumb][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Headline” module_class=”headline” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”Text Above Button” module_class=”text-above-btn” _builder_version=”4.16″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n
plan managed by:<\/p>\n
[\/et_pb_text][cumo_two_logo_inline first_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Vanquard-Logo-Hero@2x.png” second_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Ascensus-Logo-Hero@2x.png” first_logo_alt=”Vanguard Logo” second_logo_alt=”Ascensus Logo” module_class=”inline-logo” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_two_logo_inline][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Sidebar Section” module_class=”page-direct-portfolio-advisor-forms sidebar-section ” _builder_version=”4.16″ background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/sidebar-remove-line.png” da_disable_devices=”off|off|off” locked=”off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”3_5,2_5″ module_class=”h2-light ” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”p-big-light content-sbs ” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
New in 2021 this single form allows advisors to enroll their clients in Direct Portfolio, gain access to 529 QuickVIEW for duplicate client statements and grant in-office support staff the ability to assist with client inquiries and general office support. You and your client choose your access (and responsibility) level.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”\/images\/pdfs\/Advisor%20Enrollment%20Form.pdf” url_new_window=”on” button_text=”download enrollment form for registered investment advisors” admin_label=”Button White” module_class=”button white long-text” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_text admin_label=”Content” module_class=”p-big-light content-sbs ” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
You can mail or fax your completed forms:<\/p>\n
mailing address<\/p>\n
CollegeInvest Direct Portfolio<\/p>\n
College Savings Plan<\/p>\n
PO Box 219931<\/p>\n
Kansas City, MO 64121-9931<\/p>\n<\/div>\n
overnight delivery only<\/p>\n
CollegeInvest Direct Portfolio<\/p>\n
College Savings Plan<\/p>\n
1001 E 101st Terrace, Suite 200<\/p>\n
Kansas City, MO 64131<\/p>\n<\/div>\n<\/div>\n
fax<\/p>\n
617.559.2438<\/p>\n<\/div>\n<\/div>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/529-Quickview-Image-Right@2x.png” alt=”529-Quickview-Image-Right” title_text=”529-Quickview-Image-Right@2x” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text module_class=”text-above-button” _builder_version=”4.16″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n
client account login<\/p>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/www.529quickview.com\/” url_new_window=”on” button_text=”529 quickview” admin_label=”Button Light Blue” module_class=”button light-blue” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_text module_class=”text-above-button” _builder_version=”4.16″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n
our team<\/p>\n
[\/et_pb_text][et_pb_button button_url=”\/financial-professionals\/team\/” button_text=”contact our team” admin_label=”Button Blue” module_class=”button blue” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/forms-icon.svg” icon_alt=”forms-icon” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
forms<\/p>\n
Advisor Enrollment Form<\/a><\/p>\n all other direct portfolio forms<\/a><\/p>\n [\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/performance-icon.svg” icon_alt=”performance-icon” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n performance<\/p>\n