Investing the Self-Directed Solo 401k Fidelity Investments Non-Prototype Investment Only Brokerage Account In Certificates of Deposit (CDs)

A self-directed solo 401k from My Solo 401k Financial may be invested in certificates of deposit (CDs) through a brokerage account at Fidelity Investments.

The type of brokerage account that clients’ of My Solo 401k Financial open at Fidelity Investments for their solo 401k is referred to as a Non-Prototype Investment Only account. This means the solo 401k plan provider is My Solo 401k Financial NOT Fidelity Investments. As a result, the plan may be invested in certificates of deposit (CDs).

Please see the following guide for Investing a Self-Directed Solo 401k Using the Fidelity Investment Non-Prototype Investment Onlye Brokerage Account Titled in the Name of the Solo 401k Plan.

Slides: https://www.mysolo401k.net/wp-content/uploads/2023/03/Invest-the-Self-Directed-Solo-401k-Fidelity-Brokerage-Account-In-Certificate-of-Deposits-CDs.pdf

About Mark Nolan

Each day I speak with energetic entrepreneurs looking to take the plunge into a new venture and small business owners eager to take control of their retirement savings. I am passionate about helping others find their financial independence. Having worked for over 20 years with some of the top retirement account custodian and insurance companies I have a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations. Learn more about Mark Nolan and My Solo 401k Financial >>

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