MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) California: ScholarShare 529

Portfolios

(Select) Active Age-Based: Age Band 0-4
(Select) Active Age-Based: Age Band 11-12
(Select) Active Age-Based: Age Band 13-14
(Select) Active Age-Based: Age Band 15
(Select) Active Age-Based: Age Band 16
(Select) Active Age-Based: Age Band 17
(Select) Active Age-Based: Age Band 18+
(Select) Active Age-Based: Age Band 5-8
(Select) Active Age-Based: Age Band 9-10
(Select) Active Conservative Investment Portfolio
(Select) Active Diversified Equity Investment Portfolio
(Select) Active Diversified Fixed Income Investment Portfolio
(Select) Active Growth Investment Portfolio
(Select) Active International Equity Investment Portfolio
(Select) Active Moderate Growth Investment Portfolio
(Select) Index Bond Investment Portfolio
(Select) Index International Equity Investment Portfolio
(Select) Index U.S. Equity Investment Portfolio
(Select) Index U.S. Large Cap Equity Investment Portfolio
(Select) Passive Age-Based: Age Band 0-4
(Select) Passive Age-Based: Age Band 11-12
(Select) Passive Age-Based: Age Band 13-14
(Select) Passive Age-Based: Age Band 15
(Select) Passive Age-Based: Age Band 16
(Select) Passive Age-Based: Age Band 17
(Select) Passive Age-Based: Age Band 18+
(Select) Passive Age-Based: Age Band 5-8
(Select) Passive Age-Based: Age Band 9-10
(Select) Passive Conservative Investment Portfolio
(Select) Passive Diversified Equity Investment Portfolio
(Select) Passive Diversified Fixed Income Investment Portfolio
(Select) Passive Growth Investment Portfolio
(Select) Passive Moderate Growth Investment Portfolio
(Select) Principal Plus Interest Investment Portfolio
(Select) Social Choice Investment Portfolio

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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.

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