How do I add my 529 Plan to Mint?

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. Here’s how to create them.

  1. Sign in to your plan provider's website.
  2. Select Profile & Documents.
  3. Select Password & Security Features.
  4. Under Manage Financial Aggregator Access, select Edit.
  5. Create your new aggregator credentials.
  6. Return to Mint.com.
  7. Enter your aggregator username and password.
  8. Select Connect