Looking to migrate from Morningstar Office? [Learn more.](/content/l/morningstar-office/index.html)

my529, Utah’s official nonprofit 529 educational savings plan, is highly rated by Morningstar Inc. Accounts are free to open, and my529 requires no minimum deposit or account balance. my529’s user-friendly website, my529.org, makes it easy to open, manage, and contribute to an account online.

## Data into Capitect

- Accounts
- Daily balances
- Daily positions
- Daily transactions

## Data from Capitect

None

## Instructions

1. Log in to my529.
2. From the menu, go to "Data", then "Setup".
3. Click Edit, select Capitect, then Next.
4. Complete rest of the setup request.