Within the Fund Screener, you can exclusively access funds that have received approval from your brokerage dealer.
To view this data, follow the steps below.
1. Select Modify.
2. Click Brokerage Availability.
3. Search for brokerage.
Frequently Asked Questions
How often are these brokerage lists updated?
- There is not a set frequency for how often these are updated, it will be different for each brokerage.