MISC

Portfolio Fee & Performance Lookup

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Virginia: Invest529

Portfolios

2027 Portfolio
2030 Portfolio
2033 Portfolio
2036 Portfolio
2039 Portfolio
2042 Portfolio
2045 Portfolio
Active Aggressive
Active Conservative
Active Moderate
Aggressive Growth
Conservative Income
ESG Core Equity Portfolio
FDIC-Insured Portfolio
Global Equity
Inflation Protected Securities
Moderate Growth
REIT Index Fund
Stable Value
Total Bond Market Index
Total International Stock Index
Total Stock Market Index
Tuition Track Portfolio (Virginia residents only)

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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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