Minimum investments
| Initial | $1,000 | |
| Additional | $50 | |
| IRA Initial | $1,000 | |
| AIP Initial | $500 | |
| AIP Additional | $50 |
Brokerage availability
| Scottrade Load | TD Ameritrade Trust Company |
| Schwab RPS SDE | DailyAccess Corporation RTC |
| Schwab RPS All | ING Financial Advisers - SAS Funds |
| ADP Access OFA | DailyAccess Corporation Mid-Atlantic |
| MSSB MassMutual | MSSB Oppenheimer Pinnacle |
| DailyAccess Corporation Matrix | DailyAccess Corporation MATC |