Financial Professionals

Doing business with SMART529 Select.

SMART529 Select may be sold by registered financial professionals who are affiliated with Dimensional Fund Advisors to act as Authorized Agents on behalf of their clients, with appropriate client approvals.

 

SMART529 Select invests 100% in Dimensional Fund Advisors portfolios. You can choose an Age-Based Portfolio or Static Portfolio that matches your client’s risk/reward profile.

 

In order to get started, please download and complete the appropriate forms (Account Application for new accounts, RIA Form for existing accounts). Please complete all information, including the Notary Signature and mail to the address on the form.

 

Log in to view your client’s accounts

  • If this is your first time doing business with SMART529 Select, you will need to establish your client’s account prior to registering for access to the QuickView account management system.
  • For existing QuickView users, you will automatically be able to view your SMART529 Select accounts that have been submitted with the appropriate paperwork.

 

Contact Information

 

Please contact 1-888-823-4348 for questions on how to use QuickView.

 

Please contact 1-877-486-9279 for the following:

  • Support for existing RIA’s
  • Setup of new Authorized RIA’s on QuickView.
  • Support for data downloads to certain firm management software systems.

 

207303