投資資訊
最低初始投資5,000
最低初始投資，個人退休賬戶20
最低初始投資，自動投資計劃50
最低額外認購5,000
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)
Avantax
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
Comerica Bank
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
Fidelity Institutional FundsNetwork
JP MORGAN LOAD
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JPMorgan
Kestra Financial
LPL SAM Eligible - 11.01.2023
LPL SWM
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 - Brokerage Accounts
NYLIM 401(k) Complete
Nationwide Retirement Flexible Advantage
Nationwide Retirement Resource
Pershing FundCenter
Pershing Retirement Plan Network
Pruco Securities LLC -PruChoice Mutual Funds
Pruco Securities LLC -PruUMA’s Mutual Funds
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Existing Shareholders Only
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Schwab Retirement Only
Scottrade NTF
Scottrade TF
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
Thrivent – Advisory Eligible
Vanguard
Vanguard TF
Zhejiang Akcome New Energy Technology Co Ltd
