投資資訊
最低初始投資2,500
最低初始投資，個人退休賬戶25
最低初始投資，自動投資計劃25
最低額外認購2,500
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
Ameritas NTFN
Bear Stearns
Bear Stearns Load-Waived NTF
Bear Stearns No-Load Transaction Fee
CommonWealth PPS
CommonWealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Firstrade
HD Vest - Vest Advisor
JP MORGAN LOAD
JP MORGAN LOAD-WAIVED NTF
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JPMorgan
LPL Brokerage Availability - February 2024
LPL SAM Eligible
LPL SWM - 01.24.2024
MSWM Brokerage
Matrix Financial Solutions
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 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
Schwab All (Retail, Instl, Retirement)
Schwab Existing Shareholders Only
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade Load
Scottrade TF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TIAA-CREF Brokerage Services
TIAA-CREF NTF
WFA Fdntl Choice/PIM Updated 8.1.23
WFA MF Advisory Updated 4.3.24
