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0
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1
可購入的經紀行
ADP Access Open Fund Architecture
Ameritas NTFN
CommonWealth PPS
Commonwealth (NTF - PPS/Advisory)
Commonwealth (NTF)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
H Beck Inc.
LPL SAM Eligible - 6.18.2020
LPL SWM - 6.18.2020
MSWM Brokerage
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Morgan Stanley - Brokerage Accounts
Pershing Retirement Plan Network
Raymond James
Schwab All (Retail, Instl, Retirement)
Schwab Institutional Only
TD Ameritrade Institutional
TD Ameritrade Retail
TD Ameritrade Retail NTF
WFA Fdntl Choice/PIM Updated 12/2/2020
WFA MF Advisory Updated 12/2/2020
Waddell & Reed Choice MAP Flex
