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Tax, SDIRAs & Cost Segregation

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Sammy Ming
  • Investor
  • st louis, MO
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Solera Solo 401K Slow responses

Sammy Ming
  • Investor
  • st louis, MO
Posted May 13 2021, 06:02

I have read many glowing recommendations for Solera Bank and their Solo401K program.  I am attempting to use the bank, however I am concerned.

After almost 2 weeks my account is still not established.  I have ran into a myriad of issues such as:

Address verification, Missing initials (I provided), spouse setup wrong and SLOW return communication (going on 3 days) after leaving a message and email.

Has anyone else experience problems after setup?  If I'm dealing with this now what will I deal with when I'm trying to make transactions?

Looking for experiences.

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