投資資訊
最低初始投資250,000
最低初始投資，個人退休賬戶2,500
最低初始投資，自動投資計劃2,500
最低額外認購250,000
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
ADP Access Open Fund Architecture
Comerica Bank
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
JP MORGAN LOAD
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Lincoln Investment Planning
Matrix Financial Solutions
Met Life Resources MFSP Alliance List
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Morgan Stanley Select UMA
NYLIM 401(k) Complete
Pershing FundCenter
Pershing Retirement Plan Network
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Schwab Retirement Only
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Standard Retirement Services, Inc.
SunGard Transaction Network
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
Vanguard
Vanguard TF
Zhejiang Akcome New Energy Technology Co Ltd
