| Initial | $1,000 | |
| Additional | $100 | |
| IRA Initial | $500 | |
| IRA Additional | $100 | |
| AIP Initial | $500 | |
| AIP Additional | $100 |
| Morgan Stanley - Brokerage Accounts | Pershing FundCenter |
| Scottrade Load | Ameriprise Brokerage |
| MSSB Retail Fund | Raymond James |
| MSSB Brokerage | Merrill Edge |