MISC

Portfolio Fee & Performance Lookup

Select a 529 plan.

The Portfolio Fee & Performance Lookup provides you with access to the fee and performance details of any 529 plan investment option (more than 3,500 available).

Plans

Alabama

CollegeCounts 529 Fund
CollegeCounts 529 Fund Advisor Plan

Alaska

Alaska 529
John Hancock Freedom 529
T. Rowe Price 529

Arizona

AZ529, Arizona's Education Savings Plan
The Goldman Sachs 529 Plan

Arkansas

Arkansas Brighter Future Direct Plan
Brighter Future Advisor Plan

California

ScholarShare 529

Colorado

Direct Portfolio College Savings Plan
Scholars Choice Education Savings Plan

Connecticut

CHET Advisor 529 College Savings Program
Connecticut Higher Education Trust (CHET)

Delaware

DE529 Education Savings Plan

District of Columbia

DC College Savings Plan

Florida

Florida Investment 529 Plan

Georgia

Path2College 529 Plan

Hawaii

Hawaii's College Savings Program

Idaho

Idaho College Savings Program (IDeal)

Illinois

Bright Directions Advisor-Guided 529 College Savings Program
Bright Start Direct-Sold College Savings Program

Indiana

Indiana529 Advisor Savings Plan
Indiana529 Direct Savings Plan

Iowa

IAdvisor 529 Plan
ISave 529

Kansas

Quest529 Education Savings Plan (Direct-sold)
Schwab 529 Education Savings Plan

Kentucky

KY Saves 529

Louisiana

START Saving Program

Maine

NextGen 529 -- Client Connect Series
NextGen 529 -- Client Direct Series
NextGen 529 -- Client Select Series

Maryland

Maryland College Investment Plan

Massachusetts

U.Fund College Investing Plan

Michigan

MI 529 Advisor Plan
Michigan Education Savings Program (MESP)

Minnesota

Minnesota College Savings Plan

Mississippi

Mississippi Affordable College Savings (MACS) Program

Missouri

MOST - Missouri's 529 Education Plan (Direct-sold)

Montana

Achieve Montana

Nebraska

Bloomwell 529 Education Savings Plan
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska Education Savings Trust -- Direct College Savings Plan
State Farm 529 Savings Plan

Nevada

Future Path 529 Plan
The Vanguard 529 College Savings Plan
Victory Capital 529 Education Savings Plan
Wealthfront 529 College Savings Plan

New Hampshire

Fidelity Advisor 529 Plan
UNIQUE College Investing Plan

New Jersey

Franklin Templeton 529 College Savings Plan
NJBEST 529 College Savings Plan

New Mexico

Scholar's Edge
The Education Plan

New York

New York's 529 Advisor-Guided College Savings Plan
New York's 529 College Savings Program -- Direct Plan

North Carolina

Morgan Stanley National Advisory 529 Plan
NC 529 Plan

North Dakota

College SAVE (Advisor)
College SAVE (Direct)

Ohio

BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio's 529 Plan, CollegeAdvantage

Oklahoma

Oklahoma 529
Oklahoma Dream 529 Plan

Oregon

Embark
MFS 529 Savings Plan

Pennsylvania

Pennsylvania 529 Investment Plan

Rhode Island

CollegeBound 529 (Advisor-sold)
CollegeBound Saver (Direct-sold)

South Carolina

Future Scholar 529 College Savings Plan (Advisor-sold)
Future Scholar 529 College Savings Plan (Direct-sold)

South Dakota

CollegeAccess 529 (Advisor-sold)
CollegeAccess 529 (Direct-sold)

Tennessee

TNStars College Savings 529 Program

Texas

LoneStar 529 Plan
Texas College Savings Plan

Utah

ABLE Utah
my529

Vermont

VT 529

Virginia

CollegeAmerica
Invest529

Washington

WA529 Invest

West Virginia

SMART529 Select
SMART529 WV Direct College Savings Plan
The Hartford SMART529

Wisconsin

Edvest 529
Tomorrow's Scholar 529 Plan

Access exclusive tools and resources for professionals only

Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.

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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