投資資訊
最低初始投資1,000
最低初始投資，個人退休賬戶1
最低初始投資，自動投資計劃1
最低額外認購100
最低額外認購，個人退休賬戶0.5
最低額外認購，自動投資計劃0.5
可購入的經紀行
(Junk)CommonWealth PPS
Ameriprise Brokerage
Ameriprise SPS Advantage
Ameriprise SPS Advisor
Ameritas NTFN
Ausdal Financial Partners Inc
CommonWealth NTF
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation RTC
E TRADE Financial
ETrade No Load Fee
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
HD Vest - Vest Advisor
JP MORGAN LOAD
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
JPMorgan INVEST
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
MSWM Brokerage
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Mony Securities Corp
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Pershing FundCenter
Pershing FundVest NTF
Pershing Retirement Plan Network
Protected Investors of America
RBC Wealth Management-Network Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade Load
Scottrade NTF
Scottrade TF
Securities America Inc.
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TIAA-CREF Brokerage Services
TIAA-CREF NTF
Trade PMR NTF
Trust Company of America
UBS Financial Services Inc
WFA Fdntl Choice/PIM Updated 1.3.22
WFA MF Advisory Updated 1.3.22
Waddell & Reed Choice MAP Flex
