MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

Washington: WA529 Invest

Portfolios

2026/2027 Enrollment Portfolio
2028/2029 Enrollment Portfolio
2030/2031 Enrollment Portfolio
2032/2033 Enrollment Portfolio
2034/2035 Enrollment Portfolio
2036/2037 Enrollment Portfolio
2038/2039 Enrollment Portfolio
2040/2041 Enrollment Portfolio
2042/2043 Enrollment Portfolio
Aggressive Growth Portfolio
Balanced Portfolio
Conservative Portfolio
Enrolled Portfolio
Fixed Income Index Portfolio
Growth Portfolio
Income Portfolio
Moderate Growth Portfolio
Principal Plus Interest Portfolio
Socially Responsible Portfolio
U.S. Equity Index 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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