What are the minimum initial and additional investment requirements for funds purchased through FundAccess?
No-transaction-fee (NTF) funds are subject to the greater of the FundAccess program minimum investment requirements ($3,000 initial and $1,000 additional investments for nonretirement accounts and $1,000 initial and additional investments for IRAs) or the minimum investment requirements as identified in the fund’s prospectus. From time to time, Vanguard Brokerage Services may negotiate minimum investment requirements with a particular fund family that are greater than or less than the program standards noted above. Transaction-fee (TF) and load funds are subject to the greater of the FundAccess program minimum investment requirements ($1,000 initial and additional investments for nontretirement accounts and IRAs) or the minimum investment requirements as identified in the fund’s prospectus. From time to time, Vanguard Brokerage Services may negotiate minimum investment requirements with a particular fund family that are greater than or less than the program standards noted above.
