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Portfolio Fee & Performance Lookup
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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.
Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
| State | Plan Name | |
|---|---|---|
| 1 | Alaska | Alaska 529 |
| 1 | Alaska | T. Rowe Price College Savings Plan |
| 3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | Nevada | The Vanguard 529 Savings Plan |
| 2 | Massachusetts | U.Fund College Investing Plan |
| 3 | Arizona | Fidelity Arizona College Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | West Virginia | SMART529 WV Direct College Savings Plan |
| 3 | California | ScholarShare 529 |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | New York | New York's 529 College Savings Program -- Direct Plan |
