The VantageBroker Program
For most investors, the funds available through ICMA-RC are sufficiently varied to meet their personal investment objectives. But those looking for a little extra may consider the VantageBroker Program. Participants in the VantageBroker Program have private access to over 5000 mutual funds from over 350 of the nation’s most respected fund companies, as well as individual stocks and fixed income securities through UVEST Financial Services*.
To take advantage of this program, you must have an initial combined minimum balance of $55,000 invested in all your accounts with ICMA-RC (Vantagepoint IRA, 457 plan, 401 plan, or VantageCare Retirement Health Savings Plan) outside of VantageBroker before opening a VantageBroker IRA account. You must maintain a combined account balance outside of VantageBroker of at least $50,000 at all times.
For additional information about VantageBroker such as enrollment guidelines, qualifications, restrictions, and fees, be sure to read our brochure which can be viewed or downloaded below or obtained by calling 1-800-669-7400.
* ICMA Retirement Corporation provides plan administration and access to UVEST Financial Services. UVEST provides brokerage services. These two entities are not affiliated. Securities are offered by UVEST Financial Services, member FINRA/SIPC.