Rollover from ETrade DIY Solo 401K to MySolo401K at Fidelity

[Guhan V.]

Hello,

Prior to setting up my MySolo401K accounts at Fidelity, I had set up and contributed to an ETrade DIY Solo 401K (both of these were set up for the same business). I’d like to consolidate the accounts and move/rollover the ETrade funds into the MySolo401K at Fidelity.

Could you explain the procedure for the rollover? Do I need to ask ETrade to send a check that gets deposited with Fidelity?

Thanks,

Guhan V.

Contact

[George Blower]

Thanks for your post!

We have helped many clients restate existing solo 401k plans at E-TRADE and as part of the process we guide our clients through the transfer process. We will follow up with you via email.

For more info please see the following:

https://www.mysolo401k.net/etrade-solo-401k-restatement-review-how-to-change-to-a-self-directed-solo-401k/

https://www.mysolo401k.net/alert-etrade-solo-401k-stops-support-for-mega-backdoor-roth-solo-401k-what-are-your-options/

George Blower

My Solo 401k Financial

Contact

8004897571 mysolo401k.net