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Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Colorado: Scholars Choice College Savings Program


(Select) All Equity
(Select) All Fixed Income
(Select) Balanced 50/50
(Select) Cash Reserve
(Select) Equity 80%
(Select) Fixed Income 80%
(Select) Global Fixed Income
(Select) International Equity
(Select) Portfolio Five: Age-Based 13-15
(Select) Portfolio Four: Age-Based 10-12
(Select) Portfolio One: Age-Based 0-3
(Select) Portfolio Seven: Age-Based 19 and up
(Select) Portfolio Six: Age-Based 16-18
(Select) Portfolio Three: Age-Based 7-9
(Select) Portfolio Two: Age-Based 4-6
(Select) U.S. Aggressive Equity
(Select) U.S. Core Equity
(Select) U.S. Small 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 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 portal.

Morgan Stanley instructions

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

Raymond James instructions

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

RW Baird instructions

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


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