MISC
Portfolio Fee & Performance Lookup
Select a portfolio.
Plan Selected:
(Change) South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)
Portfolios
(Select) Aggressive 0-3 Years (Aggressive Growth)
(Select) Aggressive 10-11 Years (Moderate)
(Select) Aggressive 12-13 Years (40% Equity)
(Select) Aggressive 14-15 Years (Moderately Conservative)
(Select) Aggressive 16-17 Years (20% Equity)
(Select) Aggressive 18 Years and over (Conservative)
(Select) Aggressive 4-5 Years (Growth)
(Select) Aggressive 6-7 Years (70% Equity)
(Select) Aggressive 8-9 Years (Moderate Growth)
(Select) Aggressive Growth
(Select) American Century Mid Cap Value
(Select) Clearbridge Large Cap Growth
(Select) Clearbridge Small Cap
(Select) College
(Select) Columbia Bank Deposit
(Select) Columbia Contrarian Core
(Select) Columbia Cornerstone Growth 529 Portfolio
(Select) Columbia Dividend Income
(Select) Columbia Income Opportunities
(Select) Columbia Legacy Capital Preservation
(Select) Columbia Research Enhanced Core ETF
(Select) Columbia Seligman Tech & Info
(Select) Columbia Short Term Bond
(Select) Columbia Total Return Bond
(Select) Conservative
(Select) Conservative 0-3 Years (70% Equity)
(Select) Conservative 10-11 Years (Moderately Conservative)
(Select) Conservative 12-13 Years (20% Equity)
(Select) Conservative 14-15 Years (Conservative)
(Select) Conservative 16 Years and over (College)
(Select) Conservative 4-5 Years (Moderate Growth)
(Select) Conservative 6-7 Years (Moderate)
(Select) Conservative 8-9 Years (40% Equity)
(Select) DFA International Core Equity
(Select) Emerging Markets Equity ETF
(Select) FA Strategic Income
(Select) Growth
(Select) Janus Henderson Enterprise
(Select) JP Morgan Core Bond
(Select) MFS Value
(Select) Moderate
(Select) Moderate 0-3 Years (Growth)
(Select) Moderate 10-11 Years (40% Equity)
(Select) Moderate 12-13 Years (Moderately Conservative)
(Select) Moderate 14-15 Years (20% Equity)
(Select) Moderate 16-17 Years (Conservative)
(Select) Moderate 18 Years and over (College)
(Select) Moderate 4-5 Years (70% Equity)
(Select) Moderate 6-7 Years (Moderate Growth)
(Select) Moderate 8-9 Years (Moderate)
(Select) Moderate Growth
(Select) Moderately Conservative
(Select) Principal Real Estate Securities
(Select) TIPS Bond ETF
(Select) US Large Cap Core ETF
(Select) US Multi Cap Core ETF
(Select) US Small Cap Core ETF
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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.