投資資訊
最低初始投資100,000
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
(Junk)CommonWealth PPS
Allowab (non-advisory)
Ameriprise Brokerage
Avantax
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 (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DATALynx
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
Fidelity Advisor 401(k) I Shares
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
Firstrade
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
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
MSWM Brokerage
Matrix Financial Solutions
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 Retirement Plan Network
Protected Investors of America
Pruco Securities LLC -PruChoice Mutual Funds
Pruco Securities LLC -PruUMA’s Mutual Funds
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.
Royal Alliance
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Scottrade TF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
SunAmerica Securities Premier / Pinnacle
SunGard Transaction Network
TD Ameritrade Institutional
TD Ameritrade Retail
TD Ameritrade Trust Company
Thrivent – Advisory Eligible
Trade PMR Transaction Fee
Trust Company of America
Vanguard TF
