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Investitionsinformationen
Minimale anfängliche Investition2.000
Minimale anfängliche Investition, IRA10
Minimale anfängliche Investition, AIP0,5
Minimale folgende Investition50
Minimale folgende Investition, IRA1
Minimale folgende Investition, AIP0,5
Maklerverfügbarkeit
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameriprise Brokerage
Ameritas NTFN
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 (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation RTC
Fidelity Advisor 401(k) A Shares
Fidelity Advisor 401(k) I Shares
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fifth Third Securities, Inc.
HD Vest
HD Vest - Vest Advisor
ING Financial Advisers - SAS Funds
LPL Brokerage Availability - 10.29.2021
LPL SAM Eligible - June 2022
LPL SWM - 10.25.2021
MSWM Brokerage
Merrill Lynch
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Morgan Stanley Select UMA
Morgan Stanley TRAK Fund Solution
Nationwide Retirement Flexible Advantage
Nationwide Retirement Innovator
Nationwide Retirement Innovator Advantage
Nationwide Retirement Resource
Pershing FundCenter
Pershing FundVest NTF
Pershing Retirement Plan Network
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
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
TIAA-CREF Brokerage Services
TIAA-CREF NTF
Trade PMR NTF
Trade PMR Transaction Fee
Vanguard Load
Vanguard NTF
Vanguard TF
WFA Fdntl Choice/PIM Updated 11.1.22
WFA MF Advisory Updated 11.1.22
Waddell & Reed Choice MAP Flex
