# IAdvisor 529 Plan

> IAdvisor 529 Plan (iPhone/iPad app by The Bank of New York Mellon Corporation.)

- Source: https://appshunter.io/ios/app/iadvisor-529-plan/id6740582113 (this page in markdown: same URL + `.md`)
- Developer: [The Bank of New York Mellon Corporation](https://appshunter.io/developer/420188109)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 87 MB
- Languages: English
- Released: 2025-07-22
- Data updated: 2026-07-05
- User reviews in markdown: https://appshunter.io/ios/app/iadvisor-529-plan/id6740582113/reviews.md

## What is IAdvisor 529 Plan?

The user-friendly IAdvisor 529 Plan app provides secure access to manage your 529 account from your mobile device. Features include:
o	The ability to buys (new and existing 529 options), sells and exchanges (into new and existing 529 options)
o	Make payments to account owners, beneficiaries and to the schools
o	Initiate 529 gifting by inviting family and friends to contribute to a child’s 529 account
o	Create and manage automatic investment plans and systematic withdrawal plans
o	Add automated clearing house (ACH) banks for purchases 
o	Enroll for e-delivery of statements and tax forms
o	Update account owner address and add seasonal addresses
o	Modify 529 beneficiary address 
o	Modify distributions payment method
Users can use biometrics such as Facial recognition/fingerprint to access the app instead of their user id/password.


## Version history (last 5 releases)

### 1.0.15 — 2026-06-27

Minor fixes and app performance improvement

### 1.0.13 — 2026-03-21

Minor fixes and app performance improvement

### 1.0.12 — 2026-02-21

Minor fixes and app performance improvement

### 1.0.11 — 2025-10-20

Minor fixes and app performance improvement

### 1.0.9 — 2025-07-23

Small bug fix

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## More apps by The Bank of New York Mellon Corporation

- [BNY Wealth Online](https://appshunter.io/ios/app/bny-wealth-online/id484814357)
- [BNY Mellon Private Banking](https://appshunter.io/ios/app/bny-mellon-private-banking/id495082171)
- [BNY Wealth Business Banking](https://appshunter.io/ios/app/bny-wealth-business-banking/id814840120)
- [BNY Remote Deposit](https://appshunter.io/ios/app/bny-remote-deposit/id1417544650)
- [NextGen 529](https://appshunter.io/ios/app/nextgen-529/id6467807298)
- [BNY Brokerage Account](https://appshunter.io/ios/app/bny-brokerage-account/id6468680050)

All apps by The Bank of New York Mellon Corporation: https://appshunter.io/developer/420188109

## Related topics

[iadvisor 529 plan](https://appshunter.io/ios/topics/iadvisor-529-plan) · [isave529](https://appshunter.io/ios/topics/isave529) · [ny 529 plan](https://appshunter.io/ios/topics/ny-529-plan) · [529 plan](https://appshunter.io/ios/topics/529-plan)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-05.*