MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Illinois: Bright Start Advisor-Sold College Savings Program

Portfolios

(Select) Advisor Age Based 0-6 Years Portfolio
(Select) Advisor Age Based 10-11 Years Portfolio
(Select) Advisor Age Based 12-14 Years Portfolio
(Select) Advisor Age Based 15-17 Years Portfolio
(Select) Advisor Age Based 18+ Years Portfolio
(Select) Advisor Age Based 7-9 Years Portfolio
(Select) Advisor Balanced Portfolio
(Select) Advisor Conservative Fixed Income Portfolio
(Select) Advisor Equity Portfolio
(Select) Advisor Fixed Income Portfolio
(Select) Advisor Money Market Portfolio
(Select) Invesco Government & Agency 529 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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