投資資訊
最低初始投資2,000
最低初始投資，個人退休賬戶10
最低初始投資，自動投資計劃1
最低額外認購100
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
Allowab (non-advisory)
Ameriprise Brokerage
Ameriprise Financial
Ameriprise SPS Advantage
Ameriprise SPS Advisor
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 (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DATALynx
DATALynx NAV
E TRADE Financial
ETrade Load Fee
ETrade No Load Fee
Edward Jones
Federated TrustConnect
Federated TrustConnect NTF
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
Fifth Third Securities, Inc.
Firstrade
H Beck Inc.
H&R Block Financial Advisors Inc
HD Vest
HD Vest - Vest Advisor
ING Financial Advisers - SAS Funds
ING Financial Partners Inc.
ING Financial Ptnrs PAM and PRIME Approv
JP MORGAN LOAD
JP MORGAN NO-LOAD TRANSACTION FEE
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
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
PAS
Pershing FundCenter
Protected Investors of America
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.
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
Sterne, Agee & Leach, Inc.,
SunAmerica Securities Premier / Pinnacle
SunGard Transaction Network
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
Thrivent – Advisory Eligible
Thrivent – Retail Eligible
Trade PMR NTF
Trade PMR Transaction Fee
U.S. Bancorp Investments, Inc.
UBS Financial Services Inc
Vanguard
Vanguard Load
Vanguard NTF
Vanguard TF
WFA Fdntl Choice/PIM Updated 5.1.24
WFA MF Advisory Updated 5.1.24
Waddell & Reed Choice MAP Flex
