MISC

Portfolio Fee & Performance Lookup

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Oklahoma: Oklahoma Dream 529 Plan

Portfolios

OK 529 Aggressive Growth Portfolio
OK 529 Asset Manager 60% Portfolio
OK 529 College Portfolio
OK 529 Diversified International Portfolio
OK 529 Dividend Growth Portfolio
OK 529 Equity Dividend Income Portfolio
OK 529 Equity Growth Portfolio
OK 529 Growth Opportunities Portfolio
OK 529 High Income Portfolio
OK 529 Inflation-Protected Bond Portfolio
OK 529 Limited Term Bond Portfolio
OK 529 Moderate Growth Portfolio
OK 529 New Insights Portfolio
OK 529 Portfolio 2028
OK 529 Portfolio 2031
OK 529 Portfolio 2034
OK 529 Portfolio 2037
OK 529 Portfolio 2039
OK 529 Portfolio 2042
OK 529 Portfolio 2045
OK 529 Small Cap Portfolio
OK 529 Stable Value Portfolio
OK 529 Stock Selector Mid Cap Portfolio
OK 529 Strategic Dividend & Income Portfolio
OK 529 Strategic Income Portfolio
OK 529 Total Bond Portfolio
OK 529 Value Strategies 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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