MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Idaho: Idaho College Savings Program (IDeal)

Portfolios

(Select) Aggressive Growth Portfolio
(Select) Aggressive: Aggressive Growth Portfolio (0-4)
(Select) Aggressive: Blended Growth Portfolio (10-11)
(Select) Aggressive: Blended Income Portfolio (19 or Older)
(Select) Aggressive: Conservative Growth Portfolio (17-18)
(Select) Aggressive: Growth Portfolio (7-9)
(Select) Aggressive: Moderate Growth Portfolio (12-14)
(Select) Aggressive: Moderately Aggressive Growth Portfolio (5-6)
(Select) Aggressive: Moderately Conservative Growth Portfolio (15-16)
(Select) Conservative Growth Portfolio
(Select) Conservative: Blended Growth Portfolio (0-4)
(Select) Conservative: Blended Income Portfolio (12-14)
(Select) Conservative: Conservative Growth Portfolio (10-11)
(Select) Conservative: Income Portfolio (15-16)
(Select) Conservative: Income Portfolio (17-18)
(Select) Conservative: Interest Accumulation Portfolio (19 or Older)
(Select) Conservative: Moderate Growth Portfolio (5-6)
(Select) Conservative: Moderately Conservative Growth Portfolio (7-9)
(Select) Growth Portfolio
(Select) Income Portfolio
(Select) Interest Accumulation Portfolio
(Select) Moderate Growth Portfolio
(Select) Moderate: Blended Growth Portfolio (7-9)
(Select) Moderate: Blended Income Portfolio (17-18)
(Select) Moderate: Conservative Growth Portfolio (15-16)
(Select) Moderate: Growth Portfolio (5-6)
(Select) Moderate: Income Portfolio (19 or Older)
(Select) Moderate: Moderate Growth Portfolio (10-11)
(Select) Moderate: Moderately Aggressive Growth Portfolio (0-4)
(Select) Moderate: Moderately Conservative Growth Portfolio (12-14)
(Select) Savings Portfolio

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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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