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0.5
最低額外認購50
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0.5
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameritas NTFN
Avantax
CommonWealth Core
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Advisor 401(k) A Shares
Fidelity Advisor 401(k) C 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
JP MORGAN LOAD
JP MORGAN LOAD-WAIVED NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JPMorgan
Kestra Financial
LPL Brokerage Availability - December 2022
LPL SAM Eligible - 01.24.2023
LPL SWM - 01.24.2023
Lincoln Investment Planning
MSWM Brokerage
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
Pershing Retirement Plan Network
Pruco Securities, LLC
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
Schwab OneSource & NTF (No Load & No Transaction Fee)
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
Vanguard
Vanguard Load
Vanguard NTF
Vanguard TF
