Once you’ve opened the Fidelity Investments non-prototype (aka investment only) brokerage account for your self-directed solo 401k plan, and you are ready  make the annual Roth solo 401k contribution, please use the following procedure for making the contribution:

If by Check:

Make the contribution check payable to in the name of the solo 401k plan F.B.O. your name. For example, if the name of your solo 401k plan is World Leader Trust and your name is Susan Smith, you would make the check payable as follows: World Leader Trust F.B.O. Susa Smith

In the memo section write, “Roth Solo 401k Contribution”.

Also write the Roth solo 401k brokerage account number in the memo section.

On the back of the check sign your name.

After you sign, write Trustee of and list the name of the solo 401k plan.

Then write For Deposit Only.

Then write the Roth solo 401k brokerage account number.

Then mail this check to Fidelity Investments using either standard mail or overnight mail.

Regular Mail

Fidelity Investments

P.O. Box 770001

Cincinnati, OH 45277-0048

Overnight Mail

Fidelity Investments

100 Crosby Parkway, KC1H

Covington, KY 41015

If by ACH (electronically):

ACH in – Click here to see special instructions. You can make your Solo 401k annual contribution into the Fidelity non-prototype account via ACH. ACH transfers are set up on your personal bank account or business bank account side.

Explore Other Options to Contribute to Fidelity Accounts

For more detailed instructions on other contribution methods for your self-directed Solo 401k account at Fidelity, including mobile check deposit, ACH transfers, and wire transfers, visit this guide.

• Mobile Check Deposit
• ACH Transfer from Your Bank
• Wire Transfer
• In-Person Check Deposit at a Fidelity Branch
• Mailing a Check (Regular or Overnight)
• Linking a Non-Retirement Brokerage Account
• Setting Up Automatic Contributions via Payroll

Automate Contributions Solo 401k QUESTION