MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) New York: New York's 529 Advisor-Guided College Savings Plan

Portfolios

(Select) JP Morgan 529 Stable Asset Income Portfolio
(Select) JP Morgan 529 U.S. Sustainable Leaders Portfolio
(Select) JPMorgan 529 Age-Based 0-5 Portfolio (Aggressive)
(Select) JPMorgan 529 Age-Based 11-12 Portfolio (Moderate)
(Select) JPMorgan 529 Age-Based 13 Portfolio
(Select) JPMorgan 529 Age-Based 14 Portfolio (Conservative Growth)
(Select) JPMorgan 529 Age-Based 15-16 Portfolio (Conservative)
(Select) JPMorgan 529 Age-Based 17 Portfolio
(Select) JPMorgan 529 Age-Based 18 Years and Over (College)
(Select) JPMorgan 529 Age-Based 6-8 Portfolio (Moderate Growth)
(Select) JPMorgan 529 Age-Based 9-10 Portfolio
(Select) JPMorgan 529 Aggressive Portfolio
(Select) JPMorgan 529 BetaBuilders U.S. Small Cap Equity ETF Portfolio
(Select) JPMorgan 529 College Portfolio
(Select) JPMorgan 529 Conservative Growth Portfolio
(Select) JPMorgan 529 Conservative Portfolio
(Select) JPMorgan 529 Core Bond Portfolio
(Select) JPMorgan 529 Core Plus Bond Portfolio
(Select) JPMorgan 529 Equity Income Portfolio
(Select) JPMorgan 529 Growth Advantage Portfolio
(Select) JPMorgan 529 Inflation Managed Bond ETF Portfolio
(Select) JPMorgan 529 International Equity Portfolio
(Select) JPMorgan 529 Large Cap Growth Portfolio
(Select) JPMorgan 529 Mid Cap Value Portfolio
(Select) JPMorgan 529 Moderate Growth Portfolio
(Select) JPMorgan 529 Moderate Portfolio
(Select) JPMorgan 529 Realty Income Portfolio
(Select) JPMorgan 529 Short Duration Bond Portfolio
(Select) JPMorgan 529 Small Cap Equity Portfolio
(Select) State Street Global Advisors 529 Aggregate Bond ETF Portfolio
(Select) State Street Global Advisors 529 MSCI ACWI ex-US ETF Portfolio
(Select) State Street Global Advisors 529 Portfolio Developed World ex-US ETF Portfolio
(Select) State Street Global Advisors 529 Portfolio S&P 1500 Composite Stock Market ETF 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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