MISC

Portfolio Fee & Performance Lookup

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(Change) Virginia: Invest529

Portfolios

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(Select) 2027 Portfolio
(Select) 2030 Portfolio
(Select) 2033 Portfolio
(Select) 2036 Portfolio
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(Select) 2042 Portfolio
(Select) Active Aggressive
(Select) Active Conservative
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(Select) Aggressive Growth
(Select) Conservative Income
(Select) ESG Core Equity Portfolio
(Select) FDIC-Insured Portfolio
(Select) Global Equity
(Select) Inflation Protected Securities
(Select) Moderate Growth
(Select) REIT Index Fund
(Select) Stable Value
(Select) Total Bond Market Index
(Select) Total International Stock Index
(Select) Total Stock Market Index
(Select) Tuition Track Portfolio (Virginia residents only)

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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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