投資資訊
最低初始投資0
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
Ameriprise Brokerage
Bear Stearns
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC- PAM, PRIME, Premier
Cetera Advisors LLC
Cetera Advisors LLC- PAM, PRIME, Premier
CommonWealth PPS
CommonWealth Universe
DailyAccess Corporation Matrix
E TRADE Financial
ETrade Load Fee
ETrade No Load Fee
Edward Jones
Federated TrustConnect NTF
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
Firstrade
HD Vest
HD Vest - Vest Advisor
ING Financial Partners Inc.
ING Financial Ptnrs PAM and PRIME Approv
JP MORGAN LOAD
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
JPMorgan INVEST
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
MSWM Brokerage
Matrix Financial Solutions
Merrill Edge
Merrill Lynch
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Pershing FundCenter
Protected Investors of America
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Robert W. Baird & Co.
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Scottrade Load
Scottrade TF
Securities America Inc.
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
Thrivent – Advisory Eligible
Trade PMR NTF
Trade PMR Transaction Fee
UBS Financial Services Inc
Vanguard Load
Vanguard TF
WFA Fdntl Choice/PIM Updated 8.1.23
WFA MF Advisory Updated 5.1.24
