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Portfolio Fee & Performance Lookup

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(Change) South Dakota: CollegeAccess 529 (Advisor-sold)


(Select) Aggressive Growth 0-6
(Select) AllianzGI Best Styles International Equity
(Select) AllianzGI Focused Growth
(Select) AllianzGI Global Allocation
(Select) AllianzGI NFJ Dividend Value Fund
(Select) AllianzGI NFJ Small-Cap Value Fund
(Select) Capital Preservation 18+
(Select) Diversified Bond
(Select) Diversified Equity
(Select) Dodge and Cox International Stock
(Select) Growth & Income 11-14
(Select) Growth 7-10
(Select) Income 15-17
(Select) Metropolitan West Total Return Bond
(Select) PIMCO All Asset
(Select) PIMCO Income
(Select) PIMCO Real Return
(Select) PIMCO Short Asset Investment
(Select) PIMCO StocksPLUS Absolute Return
(Select) Ultrashort Bond

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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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