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  • Etrade to MorganStanley transition

    Etrade to MorganStanley transition

    replied 10 months, 1 week ago 0 Member · 1 Posts
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  • Satchit A

    39 Posts 15 Votes
    Top SubjectMega Backdoor Roth Solo 401k,Solo 401k Brokerage Account
    Message Connect
    Top ForumsMega Backdoor Roth Solo 401k, Solo 401k Brokerage Account
    39 Posts 15 Votes
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    Satchit A

    Satchit A

    39 Posts 15 Votes
    Top SubjectMega Backdoor Roth Solo 401k,Solo 401k Brokerage Account
    Message Connect

    June 26, 2023 at 9:00 am

    I just received an email from ETrade informing that as part of MorganStanley’s take over, my accounts will be transferring to Morgan Stanley.

    I’m guessing there is no impact to the mySolo401k arrangement. The one thing I noticed was that the custodian of retirement and brokerage accounts changes from Etrade to MS. I believe this should not affect accounts with mySolo401k.

    Could someone confirm that no action is needed for the above transition?

     

    Satchit A
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