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(Change) Michigan: MI 529 Advisor Plan


(Select) Age-Based 0-4
(Select) Age-Based 0-8 (closed 9/11/17)
(Select) Age-Based 11-12
(Select) Age-Based 12-14 (closed 9/11/17)
(Select) Age-Based 13-14
(Select) Age-Based 15
(Select) Age-Based 15-16 (closed 9/11/17)
(Select) Age-Based 16
(Select) Age-Based 17
(Select) Age-Based 17-18 (closed 9/11/17)
(Select) Age-Based 18
(Select) Age-Based 19 and Over (closed 9/11/17)
(Select) Age-Based 5-8
(Select) Age-Based 9-10
(Select) Age-Based 9-11 (closed 9/11/17)
(Select) AllianzGI Best Styles International Equity (closed 9/11/17)
(Select) AllianzGI Best Styles U.S. Equity (closed 9/11/17)
(Select) AllianzGI Global Allocation (closed 9/11/17)
(Select) AllianzGI Income and Growth (closed 9/11/17)
(Select) Ariel Portfolio
(Select) Capital Appreciation
(Select) Capital Preservation (closed 9/11/17)
(Select) Conservative Allocation
(Select) DFA Emerging Markets Portfolio
(Select) Harbor Capital Appreciation Portfolio
(Select) Harding Loevner Global Equity
(Select) MetWest Total Return Bond Portfolio
(Select) Nuveen Alternative Income Portfolio
(Select) Nuveen Inflation-Linked Portfolio
(Select) Nuveen Real Asset Income Portfolio
(Select) Nuveen Strategic Income
(Select) Oakmark International
(Select) PIMCO Income (closed 9/11/17)
(Select) PIMCO Real Return (closed 9/11/17)
(Select) PIMCO Short Asset Investment (closed 9/11/17)
(Select) PIMCO Total Return (closed 9/11/17)
(Select) Principal Plus Interest Portfolio
(Select) Santa Barbara Dividend Growth Portfolio
(Select) TIAA Large Cap Equity Portfolio (closed 9/11/17)
(Select) TIAA Large Cap U.S. Equity Index
(Select) TIAA Large Cap Value Portfolio
(Select) TIAA Small Cap Blend Index (closed 9/11/17)
(Select) TIAA Social Choice Bond Portfolio
(Select) TIAA Social Choice Equity Portfolio
(Select) TIAA U.S. Small Cap 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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