Investment Options Intro

Investment options

Further investment options are offered through an arrangement between Further, the account administrator, and the Charles Schwab Trust Company, the sub-custodian for the investment accounts. You choose where to invest, when, and how much.

Basic Investment Account

When your account Base Balance exceeds $1,000, you have the option to open a Basic Investment Account. Your investment account will allow you to invest in over 30 mutual funds traded through the Schwab mutual fund platform. 

See Opening and Managing a Basic Investment Account for more information.