投資資訊
最低初始投資10,000
最低初始投資，個人退休賬戶2.5
最低初始投資，自動投資計劃100
最低額外認購10,000
最低額外認購，個人退休賬戶1
最低額外認購，自動投資計劃1
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameriprise Brokerage
Bear Stearns
Bear Stearns No-Load Transaction Fee
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
CitiStreet Framewor(k)
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DATALynx
DWS Retirement Sevs Investment Offerings
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
E TRADE Financial
E-Plan Services, Inc.
EP Fee Large
EP Fee Small
ETrade No Load Fee
ETrade No Load NTF
Federated TrustConnect
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
Firstrade NTF
H Beck Inc.
H&R Block Financial Advisors Inc
HD Vest - Vest Advisor
HSBC Brokerage (USA) Inc
ING Financial Advisers - SAS Funds
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
JP MORGAN NTF
JPMorgan
JPMorgan INVEST
JPMorgan INVEST NTF
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
MSWM Brokerage
Matrix Financial Solutions
Met Life Resources MFSP Alliance List
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
Nationwide Retirement Clear Adva
Pershing FundCenter
Pershing Retirement Plan Network
Protected Investors of America
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Robert W. Baird & Co.
Royal Alliance
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Scottrade TF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Standard Retirement Services, Inc.
Sterne, Agee & Leach, Inc.,
SunAmerica Securities Premier / Pinnacle
SunGard Transaction Network
T. Rowe Price
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
Thrivent – Advisory Eligible
Trade PMR Transaction Fee
UBS Financial Services Inc
Vanguard
Vanguard TF
WFA Fdntl Choice/PIM Updated 6.1.22
WFA MF Advisory Updated 6.1.22
Waddell & Reed Choice MAP Flex
Zhejiang Akcome New Energy Technology Co Ltd
