QUESTION

How do I set up a data feed for my529 Advisors?

ANSWER

To set up a data feed for my529 Advisors, follow these steps:

1. Ask the firm to contact my529 Advisors and request that the applicable accounts flow through the Tamarac/Envestnet vendor.
2. Sign in to my529 Advisors.
3. Add the interface and post the available data.

Note:

The firm will need to be sure that they have a Limited Power of Attorney for the accounts that they wish to integrate. When on the company website or speaking to a representative, the firm should be sure to add Tamarac as a vendor. This is a global login. The firm does not need to provide us with credentials, as we download all files for all firms from one login.

Troubleshooting:

If accounts have been added to my529Advisors but are not being downloaded, follow these steps to make sure all accounts are set up to export data:

1. In my529 Advisors, in the upper left menu, click Data.
   
2. Click Accounts to Export.
   
   
3. Select All Accounts or Select Specific Accounts, as applicable. 

APPLIES TO

• Tamarac Services