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Portfolio Fee & Performance Lookup

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(Change) Indiana: CollegeChoice Advisor 529 Savings Plan

Portfolios

(Select) 2025 Enrollment Portfolio
(Select) 2028 Enrollment Portfolio
(Select) 2031 Enrollment Portfolio
(Select) 2034 Enrollment Portfolio
(Select) 2037 Enrollment Portfolio
(Select) 2040 Enrollment Portfolio
(Select) 2043 Enrollment Portfolio
(Select) American Funds EuroPacific Growth Portfolio
(Select) Capital Preservation Portfolio
(Select) College Portfolio
(Select) Core Bond Index Portfolio
(Select) Diamond Hill Small-Mid Cap Portfolio
(Select) Emerging Markets Equity Index Portfolio
(Select) International Equity Index Portfolio
(Select) Large Cap Index Portfolio
(Select) Mid Cap Equity Index Portfolio
(Select) PIMCO Total Return Portfolio
(Select) Savings Portfolio
(Select) Small Cap Equity Index Portfolio
(Select) T Rowe Price Large Cap Growth Portfolio
(Select) TIPS Index Portfolio
(Select) Vanguard Equity Income 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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