投資資訊
最低初始投資250
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
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
ADP Access Tier 0
ADP Advisor Access 3(21) Tier 0
ADP Advisor Access Tier 0
Allowab (non-advisory)
Ameritas NTFN
Comerica Bank
CommonWealth NTF
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Advisor 401(k) I Shares
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
H Beck Inc.
HD Vest
HD Vest - Vest Advisor
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
Jiangsu Akcome Science & Technology Co Ltd
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Lincoln Investment Planning
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Nationwide Retirement Flexible Advantage
Pershing Retirement Plan Network
Pruco Securities LLC -PruChoice Mutual Funds
Pruco Securities LLC -PruUMA’s Mutual Funds
Raymond James
Raymond James WRAP Eligible
Schwab Existing Shareholders Only
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Retail
TD Ameritrade Trust Company
Thrivent – Advisory Eligible
Thrivent – Retail Eligible
Vanguard
Vanguard TF
WFA Fdntl Choice/PIM Updated 4.3.24
WFA MF Advisory Updated 4.3.24
