Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Washington: DreamAhead College Investment Plan


(Select) Balanced Portfolio
(Select) Cash Preservation Portfolio
(Select) College Enrolled - Conservative
(Select) College Enrolled - Growth
(Select) College Enrolled - Moderate
(Select) Conservative Growth Portfolio
(Select) Enrollment Date 2024 - Conservative
(Select) Enrollment Date 2024 - Growth
(Select) Enrollment Date 2024 - Moderate
(Select) Enrollment Date 2026 - Conservative
(Select) Enrollment Date 2026 - Growth
(Select) Enrollment Date 2026 - Moderate
(Select) Enrollment Date 2028 - Conservative
(Select) Enrollment Date 2028 - Growth
(Select) Enrollment Date 2028 - Moderate
(Select) Enrollment Date 2030 - Conservative
(Select) Enrollment Date 2030 - Growth
(Select) Enrollment Date 2030 - Moderate
(Select) Enrollment Date 2032 - Conservative
(Select) Enrollment Date 2032 - Growth
(Select) Enrollment Date 2032 - Moderate
(Select) Enrollment Date 2034 - Conservative
(Select) Enrollment Date 2034 - Growth
(Select) Enrollment Date 2034 - Moderate
(Select) Enrollment Date 2036 - Conservative
(Select) Enrollment Date 2036 - Growth
(Select) Enrollment Date 2036 - Moderate
(Select) Enrollment Date 2038 - Conservative
(Select) Enrollment Date 2038 - Growth
(Select) Enrollment Date 2038 - Moderate
(Select) Enrollment Date 2040 - Conservative
(Select) Enrollment Date 2040 - Growth
(Select) Enrollment Date 2040 - Moderate
(Select) Growth Portfolio
(Select) Income & Growth Portfolio
(Select) Income Portfolio
(Select) Moderate Growth 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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