Entity Enrollment

Organizations that support individuals with disabilities can open and manage ABLEnow accounts for eligible clients.

ABLEnow accounts can ease financial strains faced by individuals with disabilities and eliminate the need to spend down funds to maintain eligibility for means-tested disability benefits.

Organizations that support individuals with disabilities can open and manage ABLEnow accounts on behalf of their eligible clients with the enhanced ABLEnow Entity Management Dashboard.

Not an entity? Go to Individual Enrollment.

Already registered? Sign into the Entity Management Dashboard.

Get Started

Registering online is easy. What you’ll need:

Once your entity’s documentation is submitted and approved, you can begin enrolling your clients.

Ready to help your clients start saving?

Start the process of opening ABLEnow accounts.

Register Your Entity

Already have ABLEnow accounts for your clients?

For organizations that transitioned to the enhanced Entity Management Dashboard, you’ll have to register to set up online access for your team. Once registration is complete, you can sign into your Entity Management Dashboard where you can manage each client individually. This includes individual contributions, allocation changes, and more! Please note: debit cards are not currently available for groups. Contact Customer Service for more information.

Already registered? Sign into the Entity Management Dashboard

Entity enrollment FAQs

An Entity is a company, organization, either for-profit or non-profit, or government agency that is designated to act as an Authorized Individual for one or more ABLE Eligible Individuals.

The Entity can serve as the Authorized Individual on ABLE Accounts if the Entity is serving as an eligible individual’s agent under power of attorney, a conservator or legal guardian, or representative payee appointed by the Social Security Administration.

An individual with significant responsibility and authorization to control, manage, or direct the Entity. A Control Person may include, but is not limited to, the: Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Managing Member, General Partner, President, Vice President, Treasurer, Executive Director/Director of a government agency, or any other individual who regularly performs similar functions. In the Entity Management Dashboard, a Control Person can edit profile settings; add, edit, or remove Team Members; assign an access level to Team Member(s); and open, manage and view Accounts.

A Team Member is someone who can open, manager or view their client’s ABLEnow accounts. Each entity can set the access level for each of their Team Members, based on their roles.