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


(Select) JPMorgan 529 Aggressive Age-Based Portfolio (0-5 Years)
(Select) JPMorgan 529 Aggressive Portfolio
(Select) JPMorgan 529 All Fixed Income Portfolio
(Select) JPMorgan 529 College Age-Based Portfolio ( 18 Years and Over)
(Select) JPMorgan 529 College Portfolio
(Select) JPMorgan 529 Conservative Age-Based Portfolio (15-17 Years)
(Select) JPMorgan 529 Conservative Growth Age-Based Portfolio (13-14 Years)
(Select) JPMorgan 529 Conservative Growth Portfolio
(Select) JPMorgan 529 Conservative Portfolio
(Select) JPMorgan 529 Core Bond Portfolio
(Select) JPMorgan 529 Equity Income Portfolio
(Select) JPMorgan 529 Growth Advantage Portfolio
(Select) JPMorgan 529 Inflation Managed Bond 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 Age-Based Portfolio (10-12 Years)
(Select) JPMorgan 529 Moderate Growth Age-Based Portfolio (6-9 Years)
(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) JPMorgan 529 U.S. Government Money Market Portfolio
(Select) SSgA 529 MSCI ACWI ex-US ETF Portfolio
(Select) SSgA 529 Russell 3000 ETF Portfolio
(Select) SSgA 529 S&P 600 Small Cap ETF Portfolio
(Select) SSgA 529 S&P World ex-US ETF Portfolio

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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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