Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Florida: Florida 529 Savings Plan


(Select) Age 0-4/14 or More Years to Enrollment
(Select) Age 13-15/3-5 Years to Enrollment
(Select) Age 16 & above/0-2 Years to Enrollment
(Select) Age 5-8/10-13 Years to Enrollment
(Select) Age 9-12/6-9 Years to Enrollment
(Select) Balanced Portfolio
(Select) Blended Equity Portfolio
(Select) Domestic Equity Index Fund
(Select) Fixed Income Investment Option
(Select) International (Developed Markets) Fund
(Select) Large Cap Growth Fund
(Select) Large Cap Value Fund
(Select) Mid Cap Fund
(Select) Money Market Fund
(Select) Small Cap Fund

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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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