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 Open Fund Architecture
Allowab (non-advisory)
Ameriprise Brokerage
Ameritas NTFN
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation Matrix
DailyAccess Corporation RTC
Edward Jones
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Firstrade
H Beck Inc.
H&R Block Financial Advisors Inc
ING Financial Advisers - SAS Funds
JP MORGAN LOAD
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
JPMorgan INVEST
LPL Brokerage Availability - 10.29.2021
LPL SAM Eligible - June 2022
LPL SWM - 10.25.2021
MSWM Brokerage
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mony Securities Corp
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Pershing FundCenter
Pershing Retirement Plan Network
Protected Investors of America
Pruco Securities, LLC
Prudential Advisors Command
Raymond James
Raymond James WRAP Eligible
Robert W. Baird & Co.
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
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
Thrivent – Advisory Eligible
Trade PMR NTF
UBS Financial Services Inc
Vanguard Load
Waddell & Reed Choice MAP Flex
