First Video eBranch vs NextGen 529

First Video eBranch lets you securely interact with professionals you trust from anywhere. The app allows you to video chat and conduct business all in one simple tool. While you are on the video chat with the professional, you will be able to do the following: Communicate in a personal face-to-face experience. See educational and informative content your professional displays for you. Upload documents or images requested by the professional. Review contracts or agreements the professional has prepared. Provide approvals on documents and terms and conditions. Sign agreements and contracts. This app is a safe, enjoyable, and effective way to communicate with your trusted professional while you are on the move. * Data service charges may apply through your wireless carrier.

The Active Investor app provides a secure, user-friendly platform to access and manage your account from your mobile device. With powerful, easy-to-use tools at your fingertips, plus built-in fraud protection, you have the security and convenience you want to manage your financial freedom. • Get seamless on-the-go access to your accounts across both desktop and mobile devices • Sign in to your account quickly with a secure login and forgotten password process  • Easily navigate with “Quick Links” to commonly used functions • View account balances and transaction history • Create and manage automatic investments and withdrawals • Update personal and beneficiary information  • Get SMS text alerts for online activity: financial transactions, account maintenance, and profile changes • Sign up for digital statements and tax forms Use your existing Active Investor user ID and password to access your accounts on your phone. It’s that simple. IMPORTANT: If your NextGen 529 account is held at Merrill, you will not be able to access your account using this app. Speak with your Merrill financial advisor or a Merrill Edge Customer Service Representative, for more information.