SAP Client Portal vs NextGen 529

This Mobile App allows you to access the tools you need to manage your wealth and collaborate with your advisor.

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.