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
Ameriprise Brokerage
Avantax
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation Matrix
DailyAccess Corporation RTC
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
HD Vest
HD Vest - Vest Advisor
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
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Pershing Retirement Plan Network
RBC Wealth Management-Network Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Retail
TD Ameritrade Trust Company
WF MFAQ Screen Updated 12/31/2016
WFA Fdntl Choice/PIM Updated 8.1.23
WFA MF Advisory Updated 8.7.24
