MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Georgia: Path2College 529 Plan

Portfolios

(Select) 100% Fixed-Income Portfolio
(Select) 2024/2025 Enrollment Portfolio
(Select) 2026/2027 Enrollment Portfolio
(Select) 2028/2029 Enrollment Portfolio
(Select) 2030/2031 Enrollment Portfolio
(Select) 2032/2033 Enrollment Portfolio
(Select) 2034/2035 Enrollment Portfolio
(Select) 2036/2037 Enrollment Portfolio
(Select) 2038/2039 Enrollment Portfolio
(Select) 2040/2041 Enrollment Portfolio
(Select) Balanced Allocation Portfolio
(Select) Conservative Allocation Portfolio
(Select) High Equity Allocation Portfolio
(Select) In School Enrollment Portfolio
(Select) Principal Plus Interest Portfolio (formerly Guaranteed Portfolio)
(Select) U.S. Equity Index 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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