Requires at least 25 per transaction for at least 10 consecutive transactions
Existing Account Investment Options:
a) Minimum Purchase OR
b) Minimum ongoing automatic investment
Minimum shares required to enroll for existing accounts
$150,000.00 Per Year.
Note: The minimum purchase requirement is applied separately to ongoing automatic investments and optional cash investments, while the maximum purchase limit is calculated using the total of all invested funds during the specified period of time.