MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) West Virginia: SMART529 Select

Portfolios

(Select) SMART529 Select 1-Year Fixed Portfolio
(Select) SMART529 Select Age-Based Portfolio 0-3
(Select) SMART529 Select Age-Based Portfolio 10-12
(Select) SMART529 Select Age-Based Portfolio 13-15
(Select) SMART529 Select Age-Based Portfolio 16-18
(Select) SMART529 Select Age-Based Portfolio 19+
(Select) SMART529 Select Age-Based Portfolio 4-6
(Select) SMART529 Select Age-Based Portfolio 7-9
(Select) SMART529 Select Aggressive Growth Portfolio
(Select) SMART529 Select All Equity Portfolio
(Select) SMART529 Select Balanced Portfolio
(Select) SMART529 Select Conservative Portfolio
(Select) SMART529 Select Fixed Income Portfolio
(Select) SMART529 Select Growth Portfolio
(Select) SMART529 Select Moderate Growth Portfolio
(Select) SMART529 Select Moderately Aggressive Portfolio
(Select) SMART529 Select Moderately Conservative Portfolio

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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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