MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Oklahoma: Oklahoma Dream 529 Plan

Portfolios

(Select) Age-Based 0-8
(Select) Age-Based 12-14
(Select) Age-Based 15-16
(Select) Age-Based 17-18
(Select) Age-Based 19 and Over
(Select) Age-Based 9-11
(Select) AllianzGI Best Styles International Equity
(Select) AllianzGI Best Styles U.S. Equity
(Select) AllianzGI Global Allocation
(Select) AllianzGI Income and Growth
(Select) Capital Appreciation
(Select) Capital Preservation
(Select) PIMCO Income
(Select) PIMCO Real Return
(Select) PIMCO Short Asset Investment
(Select) PIMCO Total Return
(Select) TIAA Small Cap Blend Index
(Select) TIAA U.S. Large Cap Equity

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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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