MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Oregon: Oregon College Savings Plan

Portfolios

(Select) Balanced Index
(Select) Bond Fund
(Select) Diversified Fixed Income
(Select) Diversified Inflation Protection
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(Select) Diversified U.S. Equity
(Select) Domestic Equity Fund
(Select) Enrollment Year 2019
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(Select) Enrollment Year 2030
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(Select) Enrollment Year 2040
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(Select) Enrollment Year 2042
(Select) Enrollment Year 2043
(Select) FDIC-Insured Option
(Select) International Equity Fund
(Select) Short Term Fixed Income Index
(Select) Social Choice Balanced
(Select) Target Risk Aggressive
(Select) Target Risk Conservative
(Select) Target Risk Moderate

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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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