Switching from Fidelity to Schwab

[Jayson M.]

How hard is it to transfer the Solo 401k and Roth Solo 401k I set up with Fidelity (well, you guys actually did the work) to Schwab? Schwab is more conveniently located and Fidelity restricts what I can do remotely on non-prototype accounts, hence the desire to switch.

Jayson M.

Contact

[George Blower]

We certainly help our clients open accounts for their Solo 401k at 100s of different banks and many different brokerages including Fidelity, Schwab, etc. as part of our services for no additional charge.

Moreover, one can have both bank and brokerage accounts for their Solo 401k and switch from one to the other. Please feel free to email us at [email protected] with the name of your plan so that we can guide you through the process.

Here is more info: https://www.mysolo401k.net/setting-solo-401k-brokerage-account-vs-solo-401k-bank-account/

George Blower

My Solo 401k Financial

Contact

8004897571 mysolo401k.net