SHORTCUTS

529 Plan Details:

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OPTIONS

MISC

Portfolio Fee & Performance Lookup

Select a 529 plan.

The Portfolio Fee & Performance Lookup provides you with access to the fee and performance details of any 529 plan investment option (more than 3,500 available). You may easily plug the expense figures into the FINRA 529 Expense Analyzer.

Plans

Alabama

(Select) CollegeCounts 529 Fund
(Select) CollegeCounts 529 Fund Advisor Plan

Alaska

(Select) John Hancock Freedom 529
(Select) T. Rowe Price College Savings Plan
(Select) University of Alaska College Savings Plan

Arizona

(Select) Fidelity Arizona College Savings Plan
(Select) Ivy InvestEd 529 Plan

Arkansas

(Select) GIFT College Investing Plan
(Select) iShares 529 Plan

California

(Select) The ScholarShare College Savings Plan

Colorado

(Select) Direct Portfolio College Savings Plan
(Select) Scholars Choice College Savings Program

Connecticut

(Select) Connecticut Higher Education Trust (CHET)
(Select) Connecticut Higher Education Trust (CHET) -- Advisor Plan

Delaware

(Select) Delaware College Investment Plan

District of Columbia

(Select) DC College Savings Plan

Florida

(Select) Florida 529 Savings Plan

Georgia

(Select) Path2College 529 Plan

Hawaii

(Select) Hawaii's College Savings Program

Idaho

(Select) Idaho College Savings Program (IDeal)

Illinois

(Select) Bright Directions College Savings Program
(Select) Bright Start College Savings Program -- Advisor-sold Plan
(Select) Bright Start College Savings Program -- Direct-sold Plan

Indiana

(Select) CollegeChoice 529 Direct Savings Plan
(Select) CollegeChoice Advisor 529 Savings Plan

Iowa

(Select) College Savings Iowa
(Select) IAdvisor 529 Plan

Kansas

(Select) Learning Quest 529 Education Savings Program (Direct-sold)
(Select) Learning Quest Advisor
(Select) Schwab 529 College Savings Plan

Kentucky

(Select) Kentucky Education Savings Plan Trust

Louisiana

(Select) START Saving Program

Maine

(Select) NextGen College Investing Plan -- Client Direct Series
(Select) NextGen College Investing Plan -- Client Select Series

Maryland

(Select) Maryland 529 -- College Investment Plan

Massachusetts

(Select) U.Fund College Investing Plan

Michigan

(Select) MI 529 Advisor Plan
(Select) Michigan Education Savings Program

Minnesota

(Select) Minnesota College Savings Plan

Mississippi

(Select) MACS 529 Advisor Program
(Select) Mississippi Affordable College Savings (MACS) Program

Missouri

(Select) MOST - Missouri's 529 Advisor Plan
(Select) MOST - Missouri's 529 College Savings Plan (Direct-sold)

Montana

(Select) Achieve Montana

Nebraska

(Select) Nebraska Education Savings Trust -- Advisor College Savings Plan
(Select) Nebraska Education Savings Trust -- Direct College Savings Plan
(Select) State Farm College Savings Plan
(Select) TD Ameritrade 529 College Savings Plan

Nevada

(Select) Putnam 529 for America
(Select) SSGA Upromise 529 Plan
(Select) The Vanguard 529 Savings Plan
(Select) USAA 529 College Savings Plan
(Select) Wealthfront 529 College Savings Plan

New Hampshire

(Select) Fidelity Advisor 529 Plan
(Select) UNIQUE College Investing Plan

New Jersey

(Select) Franklin Templeton 529 College Savings Plan
(Select) NJBEST 529 College Savings Plan

New Mexico

(Select) Scholar'sEdge
(Select) The Education Plan's College Savings Program

New York

(Select) New York's 529 Advisor-Guided College Savings Plan
(Select) New York's 529 College Savings Program -- Direct Plan

North Carolina

(Select) National College Savings Program

North Dakota

(Select) College SAVE

Ohio

(Select) BlackRock CollegeAdvantage Advisor 529 Savings Plan
(Select) Ohio CollegeAdvantage Direct 529 Savings Plan

Oklahoma

(Select) Oklahoma College Savings Plan
(Select) Oklahoma Dream 529 Plan

Oregon

(Select) MFS 529 Savings Plan
(Select) Oregon College Savings Plan

Pennsylvania

(Select) Pennsylvania 529 Investment Plan

Rhode Island

(Select) CollegeBound 529 (Advisor-sold)
(Select) CollegeBound Saver (Direct-sold)

South Carolina

(Select) Future Scholar 529 College Savings Plan (Advisor-sold)
(Select) Future Scholar 529 College Savings Plan (Direct-sold)

South Dakota

(Select) CollegeAccess 529 (Advisor-sold)
(Select) CollegeAccess 529 (Direct-sold)

Tennessee

(Select) TNStars College Savings 529 Program

Texas

(Select) Lonestar 529 Plan
(Select) Texas College Savings Plan

Utah

(Select) Utah Educational Savings Plan (UESP)

Vermont

(Select) Vermont Higher Education Investment Plan

Virginia

(Select) CollegeAmerica
(Select) Invest529

West Virginia

(Select) SMART529 Select
(Select) SMART529 WV Direct College Savings Plan
(Select) The Hartford SMART529

Wisconsin

(Select) Edvest
(Select) Tomorrow's Scholar 529 Plan

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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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