投資資訊
最低初始投資1,500
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0.5
最低額外認購50
最低額外認購，個人退休賬戶1
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
Ameritas NTFN
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 Core
CommonWealth NTF
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Federated TrustConnect
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
Firstrade
H Beck Inc.
H&R Block Financial Advisors Inc
HD Vest
HD Vest - Vest Advisor
HSBC Brokerage (USA) Inc
ING Financial Advisers - SAS Funds
ING Financial Partners Inc.
ING Financial Ptnrs PAM and PRIME Approv
Investacorp NTF
JP MORGAN LOAD
JP MORGAN LOAD-WAIVED NTF
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
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
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
NM WMC
NYLIFE Securities Mutual Fund Advantage Available
Northwestern Mutual Inv Srvc, LLC
Northwestern Mutual Investment Services, Llc
Nylife Securities LLC
Pershing FundCenter
Pershing Retirement Plan Network
Protected Investors of America NTF
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
Robert W. Baird & Co.
Royal Alliance
Schwab All (Retail, Instl, Retirement)
Schwab Existing Shareholders Only
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Schwab Retirement Only
Scottrade TF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
SunGard Transaction Network
T. Rowe Price
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Trust Company
TIAA-CREF Brokerage Services
Thrivent – Advisory Eligible
Thrivent – Retail Eligible
Trade PMR Transaction Fee
TradeStation Securities
UBS Financial Services Inc
Vanguard
Vanguard TF
WFA Fdntl Choice/PIM Updated 4.3.24
WFA MF Advisory Updated 4.3.24
WR Hambrecht Co LLC
Zhejiang Akcome New Energy Technology Co Ltd
