Goals, Business Plans & Entities
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Creative Real Estate Financing
presented by

Tax, SDIRAs & Cost Segregation
presented by

1031 Exchanges
presented by

Real Estate Classifieds
Reviews & Feedback
Updated almost 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?
Most Popular Reply

Dmitriy Fomichenko
#1 New Member Introductions Contributor
Tax & Financial Services
Pro Member
- Solo 401k Expert
- Anaheim Hills, CA
- 6,245
- Votes |
- 17,852
- Posts
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.
- Dmitriy Fomichenko
- (949) 228-9393

Sense Financial Services LLC
166 Reviews
4.9 stars