MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Vermont: Vermont Higher Education Investment Plan

Portfolios

(Select) Age Band 1 (0-3 Years)
(Select) Age Band 2 (4-7 Years)
(Select) Age Band 3 (8-11 Years)
(Select) Age Band 4 (12-14 Years)
(Select) Age Band 5 (15-17 Years)
(Select) Age Band 6 (18+)
(Select) Balanced Portfolio
(Select) Diversified Equity Portfolio
(Select) Equity Index Portfolio
(Select) Federated Treasury Obligations Portfolio
(Select) Fixed-Income 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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