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MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Maine: NextGen College Investing Plan -- Client Direct Series

Portfolios

(Select) BlackRock 100% Equity Portfolio
(Select) BlackRock Age-Based 0-7 Years Portfolio
(Select) BlackRock Age-Based 11-13 Years Portfolio
(Select) BlackRock Age-Based 14-16 Years Portfolio
(Select) BlackRock Age-Based 17-19 Years Portfolio
(Select) BlackRock Age-Based 20+ Years Portfolio
(Select) BlackRock Age-Based 8-10 Years Portfolio
(Select) BlackRock Balanced Portfolio
(Select) BlackRock Equity Index Portfolio
(Select) BlackRock Fixed Income Portfolio
(Select) iShares Age-Based 0-7 Years Portfolio (ETF)
(Select) iShares Age-Based 11-13 Years Portfolio (ETF)
(Select) iShares Age-Based 14-16 Years Portfolio (ETF)
(Select) iShares Age-Based 17-19 Years Portfolio (ETF)
(Select) iShares Age-Based 20+ Years Portfolio (ETF)
(Select) iShares Age-Based 8-10 Years Portfolio (ETF)
(Select) iShares Balanced Portfolio
(Select) iShares Diversified Equity Portfolio (ETF)
(Select) iShares Diversified Fixed Income Portfolio (ETF)
(Select) NextGen Savings Portfolio
(Select) Principal Plus 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 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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