IAdvisor 529 Plan vs JCU Card Controls

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.

Enjoy easy and on-the-go management of your credit card with the JCU Card Controls app from Journey CU! This app offers a convenient way to: • View recent and pending transactions. • View account details. • Make a payment to your credit cards. • Set alerts and controls on your JCU cards. • Set travel notifications. Card registration is easy from any mobile device, and access is secure and protected by multi-factor authentication.