Updated over 10 years ago on . Most recent reply
Disappointing that Chase is not letting me setup an account for my new Solo 401k
Just spent over an hour at the bank and they are not able to setup a simple checking account for my new 401k trust to roll funds into. Frustrating waste of time and don't want to go through that again.
Anyone in Orange County CA that has a solo 401k - what bank do you work with?
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
Tax & Financial Services
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- Solo 401k Expert
- Anaheim Hills, CA
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
Tax & Financial Services
Pro Member
#1 New Member Introductions Contributor
- Solo 401k Expert
- Anaheim Hills, CA
We gave you few choices for banking when we set up your Solo 401k plan. By using our recommendation you would have saved the time you spent with Chase. One of our local reps from Wells Fargo can even make the arrangements to send a banker to your place or work or residence to get the bank account documents signed.
I will email you his contact information.