To add your 529 Plan to Mint, you’ll need to create a unique username and password just for Mint. This is called your aggregator username and aggregator password. Follow these steps to create them.
- Sign in to your plan provider's website
- Select Profile & Documents
- Select Password & Security Features
- Under Manage Financial Aggregator Access, select Edit
- Create your new aggregator credentials
- Return to Mint.com
- Enter your aggregator username and password
- Select Connect
- Your 529 Plan info will be added to your Mint account