Etrade Solo 401k Brokerage Account from My Solo 401k Financial

An E-Trade Solo 401k brokerage account with checkbook control from is ideal for those looking to still have option to invest in equities while also gaining checkbook control over their retirement funds.

An E-Trade Solo 401k with checkbook control allows for the following


fund Solo 401k alternative investment purchases, e.g., real estate, precious metals, tax liens, promissory notes, private placements, etc. by writing checks from the Solo 401k E Trade brokerage account.

Solo 401k Loan

 after we prepare Solo 401k loan documents, process Solo 401k loan directly from the Solo 401k plan E-Trade brokerage account.

Brokerage Account

continue to trade equities and grow your retirement funds tax-deferred, deposit investment gains from your Solo 401k’s alternative investment holdings (e.g., rent check proceeds from real estate) directly into your Solo 401k E-Trade brokerage account, and make your annual Solo 401k contributions directly into the brokerage account.

How it works

E-Trade is simply providing brokerage account for your Solo 401k, and is your Solo 401k provider. In other words, even though E Trade also offers Solo 401k, their Solo 401k plan document restrict you to only investing in stocks and mutual funds; however, by using our Solo 401k document, which allows you to serve as trustee of the Solo 401k and invest in alternative investments such as real estate, precious metals, tax liens, promissory notes, private stock, etc., as well as process Solo 401k Loan, E Trade is not involved in the administration of the Solo 401k.

Documents for Opening ETRADE Solo 401k Brokerage Account

To open E-Trade Solo 401k with checkbook control, you will need to submit Solo 401k plan documents, which we prepare in 24 hours, along with E-Trade’s special brokerage account forms and checkbook paperwork.


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