投資資訊
最低初始投資500,000
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2.5
可購入的經紀行
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameriprise Brokerage
Ameriprise SPS Advantage
Ameriprise SPS Advisor
Ausdal Financial Partners Inc
Avantax
Bear Stearns
Bear Stearns No-Load Transaction Fee
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 Core
CommonWealth PPS
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
DailyAccess Corporation Schwab
Federated TrustConnect
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
H Beck Inc.
HD Vest
HD Vest - Vest Advisor
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
JPMorgan INVEST
Jiangsu Akcome Science & Technology Co Ltd
LPL SAM Eligible - 6.18.2020
LPL SWM - 6.18.2020
MSSB MassMutual
MSSB Retail Fund
MSWM Brokerage
Matrix Financial Solutions
Merrill Lynch
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mony Securities Corp
Morgan Stanley - Brokerage Accounts
Morgan Stanley - Ntwk/Rdm Only-Brokerage
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
NYLIM 401(k) Complete
Nationwide Retirement Flexible Advantage
Northwestern Mutual Inv Srvc, LLC
Pershing FundCenter
Pershing FundVest NTF
Pershing Retirement Plan Network
Protected Investors of America
Pruco Securities LLC -PruUMA’s Mutual Funds
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Robert W. Baird & Co.
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab RPS All
Schwab RPS SDE
Schwab Retail
Schwab Retirement Only
Scottrade Load
Scottrade NTF
Scottrade TF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
SunGard Transaction Network
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Institutional Services
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
TIAA-CREF Brokerage Services
TIAA-CREF NTF
Thrivent Advisory Eligible
Trade PMR Transaction Fee
Vanguard
Vanguard Load
Vanguard TF
WFA Fdntl Choice/PIM Updated 6.1.21
WFA MF Advisory Updated 6.1.21
Waddell & Reed Choice MAP Flex
