投資資訊
最低初始投資100,000
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5
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameriprise Brokerage
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
Comerica Bank
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DATALynx
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
E-Plan Services, Inc.
Federated TrustConnect NTF
Fidelity Advisor 401(k) I Shares
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
Kestra Financial
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
MSWM Brokerage
Matrix Financial Solutions
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
NYLIM 401(k) Complete
Pershing FundCenter
Pershing Retirement Plan Network
Protected Investors of America
Pruco Securities LLC -PruChoice Mutual Funds
Pruco Securities LLC -PruUMA’s Mutual Funds
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
Scottrade TF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Standard Retirement Services, Inc.
Sterne, Agee & Leach, Inc.,
SunAmerica Securities Premier / Pinnacle
SunGard Transaction Network
TD Ameritrade Institutional
TD Ameritrade Retail
TD Ameritrade Trust Company
Thrivent – Advisory Eligible
Thrivent – Retail Eligible
Trade PMR Transaction Fee
Vanguard
Vanguard TF
WFA Fdntl Choice/PIM Updated 4.3.24
WFA MF Advisory Updated 4.3.24
Zhejiang Akcome New Energy Technology Co Ltd
