Financial Advisor Performance

As a Financial Advisor, you know the performance of an investment is important. Click the names of the College Savings Plans below to view performance data.

» Direct Portfolio College Savings Plan
» Scholars Choice College Savings Program

If you are a financial professional and have additional questions or would like to setup an in branch presentation please contact our Advisor Relations Manager.

My Savings Accounts

Log into your college savings account or access account maintenance forms, including the Withdrawal Request Form, Account Information Change Form and more!

My Loan Accounts

Loan Account logins and maintenance forms, including the Address Change Notification Form, Forbearance Request Form, Deferment Forms and more!

Get the 529 College Savings Enrollment Kit!

Download our enrollment kit or have one mailed to you! (1.91MB .pdf file)

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