Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Oklahoma: Oklahoma College Savings Plan


(Select) Aggressive: Age Band 0-3
(Select) Aggressive: Age Band 12-14
(Select) Aggressive: Age Band 15-17
(Select) Aggressive: Age Band 18+
(Select) Aggressive: Age Band 4-7
(Select) Aggressive: Age Band 8-11
(Select) Balanced Option
(Select) Conservative: Age Band 0-3
(Select) Conservative: Age Band 12-14
(Select) Conservative: Age Band 15-17
(Select) Conservative: Age Band 18+
(Select) Conservative: Age Band 4-7
(Select) Conservative: Age Band 8-11
(Select) Diversified Equity Option
(Select) Fixed Income Option
(Select) Global Equity Index Option
(Select) Guaranteed Portfolio
(Select) Moderate: Age Band 0-3
(Select) Moderate: Age Band 12-14
(Select) Moderate: Age Band 15-17
(Select) Moderate: Age Band 18+
(Select) Moderate: Age Band 4-7
(Select) Moderate: Age Band 8-11
(Select) U.S. Equity Index

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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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