Best Ny 529 Plan Apps

4.7😐(29K ratings)

Free

Manage your education savings plan account on the go. Securely access your 529 plan, track investments, and make contributions. Withdraw funds for education expenses starting July 2025.

What We Love

🚀 Easy to use
👍 Convenient for tracking 529 plans
💡 Allows recurring contributions
🚀 Fast and responsive
👍 User-friendly interface
👍 Organized and intuitive

Room to Improve

🐛 Buggy and unreliable
🔍 Limited functionality compared to website
🔍 Lacks key features like performance tracking and withdrawal options
🔍 Recurring contributions not flexible enough
🔍 Difficult to find and navigate the app

Plan529: College Savings Plan by Vevin Blank

Education Fund Tracker

Strong Contender

🔧 Utilities

0.0(0 ratings)

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Trump Accounts: Official App by U.S. Department of the Treasury

Invest in your child’s future

Worth Considering

by New York City Deferred Compensation Plan

4.9(19K ratings)

Free

#12in Finance

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This app helps eligible American children start building long-term financial growth. It allows for contributions from family, friends, and employers, automatically investing funds for long-term growth. At 18, the account converts to a Traditional IRA.

More Ny 529 Plan apps to explore

NYC DCP

All-in-one account managementRetirement income modelingVideo education and live chat

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

by The Bank of New York Mellon Corporation

Hadley: Your 529 Plan App

(0)

Education saving for all

Link existing 529 plansFind and match to new 529 plansView plan and progress

Easily contribute funds to your 529 college savings plan. Link existing plans or find a new one for free. Track your progress and set up recurring contributions to never miss a savings opportunity.

📚 Education

(28)

EmblemHealth/UnitedHealthcare

NYC Employees PPO Plan

Search in-network providersView digital ID cardsAccess benefits details

Manage your health benefits with this app designed for New York City employees and their families. Access your digital ID cards, find in-network doctors, view benefit details, estimate costs, and check claims. Connect with support via chat or phone.

🏥 Medical

(1.6K)

Everdays: Retirement Planning

Senior planning & insurance

Retirement saving guidanceFuture healthcare planningLegacy and final wishes planning

This app helps seniors plan for their future by guiding them through saving, healthcare, and legacy planning. It offers personalized plans and connects users with insurance options to ensure their wishes are met and their loved ones are cared for.

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

free with in-app purchases

(236K)

Family Security Plan (PFP)

by Security Mutual Life Insurance Company of New York

View policy detailsMake premium paymentsMake loan payments

Manage your supplemental insurance policies and make payments easily. View policy details, pay premiums or loans, and set up recurring payments for convenience.

(2)

PlanMode: Retirement Planner

Long-term Financial Planning

Lifetime wealth projectionsRetirement savings gap analysisScenario testing for financial decisions

This app helps you plan for your financial future by projecting your wealth over your lifetime. It analyzes potential shortfalls in retirement savings and allows you to test various financial scenarios to ensure you have sufficient resources.

free with in-app purchases

(105)

My Retirement

by Nationwide Mutual Insurance

Account balance viewingAsset class breakdownsContribution management

Access your employer-sponsored retirement plan on the go. View account balances, asset breakdowns, and manage contributions. Plan your retirement readiness with integrated financial planning tools.

Life Insurance & Investments

View and manage policiesMonitor investment valuesMake payments

Manage your life insurance policies and investments conveniently. View policy details, monitor investment performance, and make payments directly from your mobile device. Easily find agent contact information and update your preferences.

Manage your TCG retirement

Manage retirement plan(s)Check account balanceAdjust contributions

Conveniently and securely manage your TCG retirement plan(s) from your mobile device. Check your account balance, adjust contributions, and access your plan details from anywhere.

(34)

Tomorrow’s Scholar 529 Plan

by The Bank of New York Mellon Corporation

Capital Group PlanPremier401k

(0)

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

NY Pay: Salary Calculator

(11K)

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NYC Paycheck Tax 2026

by Plan First Wealth LLC

5 minutes Business Plan

$8.99

💼 Business

(0)

USICG Retirement Plan

Uniondale/NY

Retirement account monitoringIncome forecastingContribution adjustments

Manage your retirement account 24/7 with this finance app. Easily register, check your balance, forecast income, and adjust contributions and investments. Securely upload documents and access a financial learning center to plan for your future.

(15)