my529 Instructions

Contact My529

• Have your firm's Master Administrator login to https://fa.my529.org/ and select 'Orion' as the data provider to complete the Release Form.
• The RIA then requests a data file be provided to Orion's SFTP site.
• Once complete, My529 notifies Orion's Data Reconciliation team (sme-data@orion.com).

Next Steps:

Please fill out this form that will allow us to notify Orion of the new download source as well as gather the required information used in Orion's set up and verification processes.

Interface Notes

• Name files are provided, but they do not include SSNs. Orion CANNOT create the accounts, and the advisor must create the shell before data can apply. New accounts through My529 are added to auto-exclusion.
• Approximate time to complete (start to finish): 7-10 business days once Orion receives all applicable information.