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.
- 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.
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