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
ADP Access
ADP Access Open Fund Architecture
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
CommonWealth Core
CommonWealth NTF
CommonWealth PPS
CommonWealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
E TRADE Financial
ETrade No Load Fee
Fidelity Advisor 401(k) A Shares
Fidelity Advisor 401(k) ACT Shares
Fidelity Advisor 401(k) I Shares
Fidelity Advisor 401(k) T Shares
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
Fifth Third Securities, Inc.
H Beck Inc.
HD Vest
HD Vest - Vest Advisor
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
JP Morgan No Load
JPMorgan
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
Met Life Resources MFSP Alliance List
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Mutual Of Omaha Investor Services Inc
Nationwide Retirement Flexible Advantage
Nationwide Retirement Innovator
Nationwide Retirement Innovator Advantage
Nationwide Retirement Resource
PAS
Pershing FundCenter
Pershing FundVest NTF
Pershing Retirement Plan Network
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
SB Pychx OFS C
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Schwab Retirement Only
Scottrade Load
Scottrade NTF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Standard Retirement Services, Inc.
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
TIAA-CREF Brokerage Services
TIAA-CREF NTF
Thrivent – Advisory Eligible
Trust Company of America
Vanguard
Vanguard NTF
WFA Fdntl Choice/PIM Updated 4.3.24
WFA MF Advisory Updated 4.3.24
Waddell & Reed Choice MAP Flex
Waddell & Reed MAPNavigator
