投資資訊
最低初始投資1,000
最低初始投資，個人退休賬戶2.5
最低初始投資，自動投資計劃2.5
最低額外認購250
最低額外認購，個人退休賬戶0.25
最低額外認購，自動投資計劃0.25
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access IPS Z
ADP Access Open Fund Architecture
ADP Access Tier 0
ADP Advisor Access 3(21) Tier 0
ADP Advisor Access Tier 0
Allowab (non-advisory)
Avantax
Bear Stearns
Bear Stearns No-Load Transaction Fee
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
Fidelity Institutional FundsNetwork
H Beck Inc.
Invest n Retire
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Matrix Financial Solutions
Met Life Resources MFSP Alliance List
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
NYLIM 401(k) Complete
Nationwide Retirement Clear Adva
Nationwide Retirement Flexible Advantage
Nationwide Retirement Resource
Pershing FundCenter
Pershing Retirement Plan Network
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
Schwab All (Retail, Instl, Retirement)
Schwab Institutional Only
Scottrade TF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Standard Retirement Services, Inc.
SunGard Transaction Network
TD Ameritrade Institutional
TD Ameritrade Retail
TD Ameritrade Trust Company
Thrivent – Retail Eligible
WFA Fdntl Choice/PIM Updated 5.1.24
WFA MF Advisory Updated 5.1.24
