Minimum investments
| Initial | $1,000 | |
| Additional | $50 | |
| IRA Initial | $1,000 | |
| IRA Additional | $50 | |
| AIP Initial | $50 | |
| AIP Additional | $50 |
Brokerage availability
| Pershing FundCenter | TD Ameritrade Trust Company |
| Raymond James | Raymond James WRAP Eligible |
| DailyAccess Corporation RTC | DailyAccess Corporation Mid-Atlantic |
| DailyAccess Corporation Matrix |