Minimum investments
| Initial | $2,500 | |
| Additional | $100 | |
| IRA Initial | $1,000 | |
| IRA Additional | $100 | |
| AIP Initial | $50 | |
| AIP Additional | $50 |
Brokerage availability
| SunGard Transaction Network | Raymond James |
| Robert W. Baird & Co. | DailyAccess Corporation FRIAG |
| Sterne, Agee & Leach, Inc., | Matrix Financial Solutions |
| Trade PMR Transaction Fee | Morgan Stanley - Ntwk/Rdm Only-Brokerage |
| HDVest - Wells Fargo | DailyAccess Corporation Mid-Atlantic |