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The VantageBroker IRA Program

For most investors, the mutual funds available in a Vantagepoint IRA are sufficient. But those looking for additional investment opportunities may consider the VantageBroker IRA Program. The program offers access to additional mutual funds, as well as ETFs and individual stocks and bonds.*

Eligibility Requirements

To open a VantageBroker IRA account, you must have a total balance (across all of your ICMA-RC plans combined) of at least $55,000. This total balance, which excludes any assets you may have invested in the VantageBroker program, is referred to as your "core" account balance.

Funding Your VantageBroker IRA Account

When you open your VantageBroker IRA account, you provide instructions for an initial transfer of at least $5,000 and the minimum amount for subsequent transfers is $1,000. Following a transfer of funds to your VantageBroker IRA account, your core account balance (as defined above) must be at least $50,000. For example, if your core account balance is $56,000, the maximum amount you are eligible to transfer to your VantageBroker IRA account is $6,000.

Learn more about a VantageBroker IRA account.

* Brokerage services are provided by TD Ameritrade, Inc. a registered broker-dealer and member of FINRA/SIPC/NFA. ICMA-RC and TD Ameritrade are separate, unaffiliated companies and not responsible for each other's services or policies. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-Dominion Bank. Used with permission.