MISC
Portfolio Fee & Performance Lookup
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West Virginia: SMART529 Select
Portfolios
SMART529 Select 1-Year Fixed Portfolio
SMART529 Select Age-Based Portfolio 0-3
SMART529 Select Age-Based Portfolio 11-12
SMART529 Select Age-Based Portfolio 13-14
SMART529 Select Age-Based Portfolio 15-16
SMART529 Select Age-Based Portfolio 17-18
SMART529 Select Age-Based Portfolio 19+
SMART529 Select Age-Based Portfolio 4-6
SMART529 Select Age-Based Portfolio 7-8
SMART529 Select Age-Based Portfolio 9-10
SMART529 Select Aggressive Growth Portfolio
SMART529 Select All Equity Portfolio
SMART529 Select Balanced Portfolio
SMART529 Select Conservative Portfolio
SMART529 Select Fixed Income Portfolio
SMART529 Select Growth Portfolio
SMART529 Select Moderate Growth Portfolio
SMART529 Select Moderately Aggressive Portfolio
SMART529 Select Moderately Conservative 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.
