MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Rhode Island: CollegeBound 529 (Advisor-sold)

Portfolios

(Select) Invesco CollegeBound 2017-2018 Portfolio
(Select) Invesco CollegeBound 2019-2020 Portfolio
(Select) Invesco CollegeBound 2021-2022 Portfolio
(Select) Invesco CollegeBound 2023-2024 Portfolio
(Select) Invesco CollegeBound 2025-2026 Portfolio
(Select) Invesco CollegeBound 2027-2028 Portfolio
(Select) Invesco CollegeBound 2029-2030 Portfolio
(Select) Invesco CollegeBound 2031-2032 Portfolio
(Select) Invesco CollegeBound 2033-2034 Portfolio
(Select) Invesco CollegeBound 2035-2036 Portfolio
(Select) Invesco CollegeBound Today Portfolio
(Select) Invesco Conservative College Portfolio
(Select) Invesco Core Plus Bond Portfolio
(Select) Invesco Diversified Dividend Portfolio
(Select) Invesco Equally-Weighted S&P 500 Portfolio
(Select) Invesco Equity and Income Portfolio
(Select) Invesco Global Sustainable Equity Portfolio
(Select) Invesco Growth College Portfolio
(Select) Invesco International Growth Portfolio
(Select) Invesco Moderate College Portfolio
(Select) Invesco Short Duration Inflation Protected Portfolio
(Select) Invesco Small Cap Growth Portfolio
(Select) Invesco Stable Value Portfolio
(Select) PowerShares FTSE RAFI Developed Markets ex-U.S. Portfolio
(Select) PowerShares FTSE RAFI US 1500 Small-Mid Portfolio

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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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