It’s Time for E-Trade Solo 401k with Checkbook Control

If you are looking to gain the best of both worlds—that is, have the option to trade equities and make alternative investments such as real estate, precious metals, promissory notes, tax liens, private shares—then a Solo 401k using the E Trade brokerage platform from may be just what you have been looking for.

Roles Defined

Commonly referred to as the E-Trade Self-Directed Solo 401k because E-Trade is simply providing a brokerage account for your Solo 401k, which you establish through as yourSolo 401k provider, the Solo 401k arrangement is possible because E-Trade is  not serving as your Solo 401k provider, custodian, trustee or administrator. Instead, E-Trade is simply providing brokerage account for your Solo 401k.  When you open Solo 401k with us, we will provide you all the required Solo 401k Trust documents along with the necessary E-TRADE brokerage account forms, which we will assist you in completing.

E-TRADE Solo 401k Checkbook

Moreover, the E-Trade brokerage account comes with checkbook control, hence why we refer to it as E-TRADE Solo 401k checkbook control. Therefore, you can process your alternative investment purchases (e.g., real estate, promissory notes, tax liens, private shares, etc.) by simply writing a check. As the “Trustee” of the Solo 401k, you will safe-keep the alternative investments, not E-Trade; however, you will still have option place stock and mutual fund trades through the E-Trade brokerage account.

 E-TRADE Solo 401k Loan Option

Since our Solo 401k plan document contains Solo 401k loan option, you will have option to process Solo 401k loan from your Solo 401k E-TRADE brokerage account. The Solo 401k loan is administered by you as the trustee of the Solo 401k, not E-TRADE, along with our assistance. More specifically, we will prepare your Solo 401k loan documents so that the Solo 401k is in writing as required by the regulations. Therefore, you may borrow from your Solo 401k, for any purpose, up to 50% of the balance not to exceed $50,000.

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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  • About MySolo401k

    We help our clients take control of their retirement money. Our products and services provide our clients the freedom to invest their retirement savings in their own business as well as alternative investments such as real estate, private companies, promissory notes, precious metals, tax liens and equities.
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