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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. Investment accounts are self-directed and self-managed. 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 activate a Basic Investment Account. This account gives you access to mutual funds from the Schwab’s Mutual Fund OneSource Service. You also have access to online resources and tools through the Further® investment site. 

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

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