MISC

Portfolio Fee & Performance Lookup

Select a portfolio.

Plan Selected:

(Change) Connecticut: Connecticut Higher Education Trust (CHET)

Portfolios

(Select) Bank Deposit Portfolio
(Select) Fidelity 500 Index Portfolio
(Select) Fidelity Blend: College Portfolio
(Select) Fidelity Blend: Portfolio 2021
(Select) Fidelity Blend: Portfolio 2024
(Select) Fidelity Blend: Portfolio 2027
(Select) Fidelity Blend: Portfolio 2030
(Select) Fidelity Blend: Portfolio 2033
(Select) Fidelity Blend: Portfolio 2036
(Select) Fidelity Blend: Portfolio 2039
(Select) Fidelity Funds: Aggressive Growth
(Select) Fidelity Funds: College Portfolio
(Select) Fidelity Funds: Conservative
(Select) Fidelity Funds: Moderate Growth
(Select) Fidelity Funds: Portfolio 2021
(Select) Fidelity Funds: Portfolio 2024
(Select) Fidelity Funds: Portfolio 2027
(Select) Fidelity Funds: Portfolio 2030
(Select) Fidelity Funds: Portfolio 2033
(Select) Fidelity Funds: Portfolio 2036
(Select) Fidelity Funds: Portfolio 2039
(Select) Fidelity Index Fund: Aggressive Growth
(Select) Fidelity Index Fund: College Portfolio
(Select) Fidelity Index Fund: Conservative
(Select) Fidelity Index Fund: Moderate Growth
(Select) Fidelity Index Fund: Portfolio 2021
(Select) Fidelity Index Fund: Portfolio 2024
(Select) Fidelity Index Fund: Portfolio 2027
(Select) Fidelity Index Fund: Portfolio 2030
(Select) Fidelity Index Fund: Portfolio 2033
(Select) Fidelity Index Fund: Portfolio 2036
(Select) Fidelity Index Fund: Portfolio 2039
(Select) Inter Treas Index
(Select) International Index
(Select) Money Market
(Select) Principal Plus Interest Option (closed to new accounts 2/8/21)
(Select) Ttl Mkt Index
(Select) U.S. Sustainability Index Portfolio

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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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