NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

simplifi39393
simplifi39393 Member
edited March 14 in Report Missing Financial Institution

Please add the financial institution for Nebraska College Savings ie. NEST 529 - it was supported on my prior financial transaction aggregator site, from which I'm migrating to Simplifi.

actual login site for NEST 529 is here, Union Bank & Trust is the financial partner that operates the NE college savings accounts.

https://portal.ubtrust.com/Portal/paport/nestdirect/#login

This login page is linked from:

https://nest529.com/login/

I already tried logging into the existing Union Bank & Trust options within Simplifi, and the NEST529 credentials do not work, nor will it work on ubt.com to log in with NEST 529 credentials. It appears that 529 is kept separate.

NEST 529 info site:

www.nest529.com

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  • fjpurcell
    fjpurcell Member

    This issue remains open. There are other UB Trust connections for non-529 accounts and also a Nebraska Education connection which lists a website that only financial advisors can log into rather than 529 account holders. I suspect that the Quicken Simplify & NEST teams think their connection is fully operational but there is a disconnect for clients who don't log into the advisor site. Can you please provide a connection to the client site (https://nest529.com/login/) instead of the advisor login (https://nest429advisor.com/login/).

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