投資資訊
最低初始投資50,000
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，自動投資計劃無
可購入的經紀行
Allowab (non-advisory)
Ameriprise Brokerage
Ameriprise SPS Advantage
Ameriprise SPS Advisor
Avantax
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 PPS
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation Matrix
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
H Beck Inc.
HD Vest
HD Vest - Vest Advisor
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JPMorgan
LPL SAM Eligible - 6.18.2020
LPL SWM - 6.18.2020
MSWM Brokerage
Merrill Lynch
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Pershing FundCenter
Pershing Retirement Plan Network
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Securities America Advisors
Securities America Inc.
Shareholders Services Group
TD Ameritrade Institutional
TD Ameritrade Retail NTF
Thrivent Advisory Eligible
Thrivent Retail Eligible
Vanguard TF
WF MFAQ Screen Updated 03/31/2015
WFA Fdntl Choice/PIM Updated 6.1.21
WFA MF Advisory Updated 6.1.21
Waddell & Reed Choice MAP Flex
