投資資訊
最低初始投資1,000,000
最低初始投資，個人退休賬戶無
最低初始投資，自動投資計劃無
最低額外認購0
最低額外認購，個人退休賬戶無
最低額外認購，自動投資計劃無
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameritas NTFN
Avantax
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
DailyAccess Corporation Matrix
DailyAccess Corporation RTC
Fidelity Advisor 401(k) I Shares
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
H Beck Inc.
HD Vest
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
MSWM Brokerage
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Morgan Stanley Select UMA
Nationwide Retirement Flexible Advantage
Pershing Retirement Plan Network
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade NTF
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
Thrivent – Advisory Eligible
Thrivent – Retail Eligible
Vanguard
Vanguard NTF
Vanguard TF
WFA Fdntl Choice/PIM Updated 4.3.24
WFA MF Advisory Updated 4.3.24
