Minimum investments
| Initial | $2,500 | |
| Additional | $100 | |
| IRA Initial | $2,500 | |
| IRA Additional | $100 | |
| AIP Initial | $100 | |
| AIP Additional | $100 |
Brokerage availability
| Pershing FundCenter | CommonWealth PPS |
| Fidelity Retail FundsNetwork | Fidelity Institutional FundsNetwork |
| Fidelity Institutional FundsNetwork-NTF | CommonWealth Universe |
| WFA MF Advisory Updated 4/4/13 | DailyAccess Corporation RTC |
| Thrivent � Advisory Eligible | WFA Fdntl Choice/PIM Updated 3/4/13 |