投資資訊
最低初始投資2,500
最低初始投資，個人退休賬戶25
最低初始投資，自動投資計劃25
最低額外認購2,500
最低額外認購，個人退休賬戶0.5
最低額外認購，自動投資計劃1
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameriprise Brokerage
Ameriprise Financial
Ameriprise SPS Advantage
Ameriprise SPS Advisor
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC- PAM, PRIME, Premier
Cetera Advisors LLC
Cetera Advisors LLC- PAM, PRIME, Premier
Cetera Financial Specialists LLC- Premier
CommonWealth NTF
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JPMorgan
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Lincoln Investment Planning
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
Thrivent – Advisory Eligible
Vanguard NTF
WFA Fdntl Choice/PIM Updated 5.1.24
WFA MF Advisory Updated 5.1.24
