MISC
Portfolio Fee & Performance Lookup
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(Change) Kansas: Learning Quest Advisor
Portfolios
(Select) 10% Equity Portfolio
(Select) 100% Equity Portfolio
(Select) 20% Equity (formerly Short-Term Plus) Portfolio
(Select) 30% Equity (formerly Very Conservative) Portfolio
(Select) 40% Equity Portfolio
(Select) 50% Equity (formerly Conservative) Portfolio
(Select) 60% Equity (formerly Moderate) Portfolio
(Select) 70% Equity (formerly Aggressive) Portfolio
(Select) 80% Equity Portfolio
(Select) 90% Equity (formerly Very Aggressive) Portfolio
(Select) Aggressive Age Based: 20% Equity (Age 20+)
(Select) Aggressive Age Based: 30% Equity (Age 18-19)
(Select) Aggressive Age Based: 40% Equity (Age 16-17)
(Select) Aggressive Age Based: 50% Equity (Age 14-15)
(Select) Aggressive Age Based: 60% Equity (Age 11-13)
(Select) Aggressive Age Based: 70% Equity (Age 8-10)
(Select) Aggressive Age Based: 80% Equity (Age 5-7)
(Select) Aggressive Age Based: 90% Equity (Age 0-4)
(Select) Cash and Cash Equivalents Portfolio
(Select) Conservative Age Based: 10% Equity (Age 18-19)
(Select) Conservative Age Based: 20% Equity (Age 16-17)
(Select) Conservative Age Based: 30% Equity (Age 11-13)
(Select) Conservative Age Based: 30% Equity (Age 14-15)
(Select) Conservative Age Based: 40% Equity (Age 8-10)
(Select) Conservative Age Based: 50% Equity (Age 5-7)
(Select) Conservative Age Based: 60% Equity (Age 0-4)
(Select) Conservative Age Based: Short-Term (Age 20+)
(Select) Diversified Bond Portfolio
(Select) Global Bond Portfolio (formerly International Bond Portfolio)
(Select) Global Real Estate Portfolio
(Select) Heritage Portfolio
(Select) Inflation Protection Bond Portfolio
(Select) International Growth Portfolio
(Select) Mid-Cap Value Portfolio
(Select) Moderate Age Based: 10% Equity (Age 20+)
(Select) Moderate Age Based: 20% Equity (Age 18-19)
(Select) Moderate Age Based: 30% Equity (Age 16-17)
(Select) Moderate Age Based: 40% Equity (Age 14-15)
(Select) Moderate Age Based: 50% Equity (Age 11-13)
(Select) Moderate Age Based: 50% Equity (Age 8-10)
(Select) Moderate Age Based: 60% Equity (Age 5-7)
(Select) Moderate Age Based: 70% Equity (Age 0-4)
(Select) Short-Term Portfolio
(Select) Small Cap Growth Portfolio
(Select) Sustainable Equity Portfolio
(Select) Ultra Portfolio (formerly Disciplined Growth Portfolio)
(Select) Value 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.
