投資資訊
最低初始投資5,000,000
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0.5
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
ADP Access Tier 0
ADP Access Tier 1
ADP Advisor Access 3(21) Tier 0
ADP Advisor Access 3(21) Tier 1
ADP Advisor Access Tier 0
ADP Advisor Access Tier 1
Allowab (non-advisory)
Ameriprise Brokerage
Ameriprise Financial
Ameriprise SPS Advantage
Ameriprise SPS Advisor
Ameritas NTF P
Ameritas NTFN
Avantax
Bear Stearns
Bear Stearns Load-Waived NTF
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 (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DATALynx
DATALynx NAV
DATALynx NTF
DWS Retirement Sevs Investment Offerings
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
E TRADE Financial
EP Comm Large
EP Fee Large
EP Fee Small
ETrade Load Fee
ETrade No Load Fee
Edward Jones
FTJ FundChoice
Federated TrustConnect
Federated TrustConnect NTF
Fidelity Advisor 401(k) A Shares
Fidelity Advisor 401(k) ACT Shares
Fidelity Advisor 401(k) C Shares
Fidelity Advisor 401(k) I Shares
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
Fifth Third Securities, Inc.
Firstrade
H Beck Inc.
H&R Block Financial Advisors Inc
HD Vest
HD Vest - Vest Advisor
HSBC Brokerage (USA) Inc
Hartford CPS
Hartford RK Plus
ING Financial Advisers - SAS Funds
ING Financial Partners Inc.
ING Financial Ptnrs PAM and PRIME Approv
JP MORGAN LOAD
JP MORGAN LOAD-WAIVED NTF
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JP Morgan No Load
JPMorgan
JPMorgan INVEST
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Lincoln Investment Planning
MSWM Brokerage
Matrix Financial Solutions
Merrill Edge
Merrill Lynch
Met Life Resources MFSP Alliance List
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Mony Securities Corp
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Morgan Stanley Select UMA
Mutual Of Omaha Investor Services Inc
NM WMC
NYLIM 401(k) Complete
Nationwide Retirement Flexible Advantage
Nationwide Retirement Innovator
Nationwide Retirement Resource
Northwestern Mutual Inv Srvc, LLC
Northwestern Mutual Investment Services, Llc
PAS
Pershing FundCenter
Pershing FundVest NTF
Pershing Retirement Plan Network
Principal Advantage
Protected Investors of America
Pruco Securities, LLC
Prudential Advisors Command
Prudential Retail
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Robert W. Baird & Co.
Royal Alliance
SB Fidelity Advisor 401(k)
SB Pychx OFS A
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade Load
Scottrade TF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Smith Barney Portfolio Manager
Standard Retirement Services, Inc.
Sterne, Agee & Leach, Inc.,
Sun Life CPS
Sun Life Recordkeeper Plus
SunAmerica Securities Premier / Pinnacle
SunGard Transaction Network
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
TIAA-CREF Brokerage Services
TIAA-CREF NTF
Thrivent – Advisory Eligible
Thrivent – Retail Eligible
Trade PMR NTF
Trade PMR Transaction Fee
TradeStation Securities
Trust Company of America
U.S. Bancorp Investments, Inc.
UBS Financial Services Inc
Vanguard
Vanguard Load
Vanguard Load-Waived
Vanguard NTF
Vanguard TF
WFA Fdntl Choice/PIM Updated 5.1.24
WFA MF Advisory Updated 5.1.24
Waddell & Reed Choice MAP Flex
