投資資訊
最低初始投資2,500
最低初始投資，個人退休賬戶10
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1
最低額外認購，自動投資計劃1
可購入的經紀行
(Junk)CommonWealth PPS
Allowab (non-advisory)
Ameriprise Brokerage
Ameriprise Financial
Ameriprise SPS Advantage
Ameriprise SPS Advisor
Ameritas NTF P
Avantax
Bear Stearns
Bear Stearns Load-Waived NTF
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 Core
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DATALynx
DATALynx IMS
DATALynx IMS NAV
DATALynx NAV
DATALynx NTF
E TRADE Financial
ETrade Load Fee
ETrade No Load Fee
Edward Jones
Federated TrustConnect NTF
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fifth Third Securities, Inc.
Firstrade
H Beck Inc.
H&R Block Financial Advisors Inc
HD Vest
HD Vest - Vest Advisor
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
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Lincoln Investment Planning
MSWM Brokerage
Matrix Financial Solutions
Merrill Edge
Merrill Lynch
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mony Securities Corp
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Mutual Of Omaha Investor Services Inc
NYLIM 401(k) Complete
PAS
Pershing FundCenter
Pershing Retirement Plan Network
Protected Investors of America
Pruco Securities, LLC
Prudential Advisors Command
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
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade Load
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Smith Barney Portfolio Manager
Sterne, Agee & Leach, Inc.,
SunAmerica Securities Premier / Pinnacle
SunGard Transaction Network
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TIAA-CREF Brokerage Services
Thrivent – Advisory Eligible
Trade PMR NTF
Trade PMR Transaction Fee
UBS Financial Services Inc
Vanguard
Vanguard Load
Vanguard NTF
Vanguard TF
WFA Fdntl Choice/PIM Updated 4.3.24
WFA MF Advisory Updated 4.3.24
Waddell & Reed Choice MAP Flex
