MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) South Dakota: CollegeAccess 529 (Advisor-sold)
Portfolios
(Select) Age-Based 1 (Ages 0-9)
(Select) Age-Based 10 (Ages 19 and over)
(Select) Age-Based 2 (Age 10)
(Select) Age-Based 3 (Age 11)
(Select) Age-Based 4 (Age 12)
(Select) Age-Based 5 (Age 13)
(Select) Age-Based 6 (Age 14)
(Select) Age-Based 7 (Age 15)
(Select) Age-Based 8 (Age 16)
(Select) Age-Based 9 (Ages 17-18)
(Select) Diversified Bond
(Select) Diversified Equity
(Select) Ultrashort Bond
(Select) Virtus Blended All Asset
(Select) Virtus Blended International Equity
(Select) Virtus Blended Ultrashort Bond
(Select) Virtus Blended US Equity
(Select) Virtus Ceredex Small-Cap Value Equity Fund
(Select) Virtus Global Allocation Fund
(Select) Virtus KAR Mid-Cap Core Fund
(Select) Virtus Newfleet Multi-Sector Intermediate Bond Fund
(Select) Virtus NFJ Dividend Value Portfolio
(Select) Virtus Seix Core Bond
(Select) Virtus Silvant Focused Growth 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.
