投資資訊
最低初始投資1,000
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10
最低額外認購1,000
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0.25
可購入的經紀行
(Junk)CommonWealth PPS
Allowab (non-advisory)
Ameriprise Brokerage
Ameritas NTFN
Bear Stearns
Bear Stearns No-Load Transaction Fee
CommonWealth NTF
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DATALynx
DATALynx IMS
DailyAccess Corporation FRIAG
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
ETrade No Load Fee
Fidelity Advisor 401(k) I Shares
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
Firstrade
HD Vest - Vest Advisor
Investacorp NTF
JP MORGAN LOAD
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JP Morgan No Load
JPMorgan
Kestra Financial
MSWM Brokerage
Merrill Edge
Merrill Lynch
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
Nationwide Retirement Flexible Advantage
Pershing FundCenter
Pershing Retirement Plan Network
Protected Investors of America NTF
Raymond James
Raymond James WRAP Eligible
Robert W. Baird & Co.
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade NTF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
TD Ameritrade Institutional
TD Ameritrade Retail
TD Ameritrade Trust Company
Trade PMR Transaction Fee
Vanguard
Vanguard NTF
WFA Fdntl Choice/PIM Updated 8.1.23
WFA MF Advisory Updated 5.1.24
