MISC
Portfolio Fee & Performance Lookup
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Plan Selected:
(Change) Maine: NextGen 529 -- Client Connect Series
Portfolios
(Select) iShares 2025 Enrollment Portfolio
(Select) iShares 2026 Enrollment Portfolio
(Select) iShares 2027 Enrollment Portfolio
(Select) iShares 2029 Enrollment Portfolio
(Select) iShares 2033 Enrollment Portfolio
(Select) iShares 2035 Enrollment Portfolio
(Select) iShares 2038 Enrollment Portfolio
(Select) iShares 2041 Enrollment Portfolio
(Select) iShares Enrolled Portfolio
(Select) NextGen Savings 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.
