MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Florida: Florida 529 Savings Plan

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(Select) Bank Loans Fund
(Select) Core Fixed Income Fund
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(Select) Developed Intenational Equity (formerly International (Developed Markets) Fund)
(Select) Emerging Markets Bond Index Fund
(Select) Enrolled Portfolio
(Select) Global Equity Fund
(Select) High Yield Fund
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(Select) Multi-Manager Blended Portfolio
(Select) Multi-Manager Growth Portfolio
(Select) Multi-Manager Income Portfolio
(Select) Passive Blended Portfolio
(Select) Passive Growth Portfolio
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(Select) Real Estate Index Fund
(Select) Small/Mid Cap Equity Fund
(Select) Social Index Fund
(Select) Total International Index Fund
(Select) Treasury Inflation-Protected Securities Index Fund
(Select) U.S. Broad All Cap Index Fund (formerly Total U.S. Equity Index Fund)
(Select) U.S. Large Cap Equity Index Fund

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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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