One option is to go to the local E-TRADE branch and make contributions by paper check (e.g. pre-tax contributions to the pre-tax account, voluntary after-tax contributions to the after-tax account, etc.). You can search for an E-TRADE branch by clicking HERE.
When making solo 401k contribution by check, use the following:
1. Make the contribution check payable in the name of the solo 401k followed by F.B.O. and list your name. In the memo section of the contribution check, write the applicable E-TRADE brokerage account number for the designated solo 401k.
2. On the back of the check sign your name. After you sign, write, Trustee of “list the name of your self-directed solo 401k” Then write For Deposit Only. Then write the E-TRADE brokerage account number for the applicable solo 401k designated brokerage account. IMPORTANT Note: repeat the above for each check if you make multiple types of solo 401k contributions (i.e., Roth, pretax, voluntary after-tax)) so that the funds get deposited into the correct solo 401k brokerage account.
3. Then deposit the check(s) at the local E-TRADE branch, or overnight the check(s) to E-TRADE Operation Center at the address listed below.
Regular US mail
E*TRADE Securities LLC
PO Box 484
Jersey City, NJ 07303-0484
Overnight mail
E*TRADE Securities LLC
Harborside 2
200 Hudson Street, Suite 501
Jersey City, NJ 07311-1113
Making solo 401k contributions Electronically
Another method of making contributions to the Etrade brokerage accounts is electronically. Click here to learn more about this method.
