Skip to content
×
Try PRO Free Today!
BiggerPockets Pro offers you a comprehensive suite of tools and resources
Market and Deal Finder Tools
Deal Analysis Calculators
Property Management Software
Exclusive discounts to Home Depot, RentRedi, and more
$0
7 days free
$828/yr or $69/mo when billed monthly.
$390/yr or $32.5/mo when billed annually.
7 days free. Cancel anytime.
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated about 6 years ago on . Most recent reply

User Stats

26
Posts
1
Votes
Neil Copeland
1
Votes |
26
Posts

Bank or Brokerage Account

Neil Copeland
Posted

This is about the best place I can find, and here is my question.  Once I open my Solo 401k, can anyone recommend a bank or brokerage house to open an account?  I have a desire to invest in the stock market, with the ability to write checks and wire funds should an opportunity in RE present itself.  Does this unicorn exist?

Most Popular Reply

User Stats

2,072
Posts
1,382
Votes
Carl Fischer
  • Rental Property Investor
  • Ambler, PA
1,382
Votes |
2,072
Posts
Carl Fischer
  • Rental Property Investor
  • Ambler, PA
Replied

@Neil Copeland

Who are you opening your accont with? Start there. They should be able to help you  

 I would say you probably want both-bank account and brokerage account or a hybrid. You could also do just one-dependent on your goals. I would suggest you open up the solo 401k bank account at the bank you have your company business account. 

As for a brokerage account open one that will take an “outsourced” plan. 

If you need more help PM me. 

  • Carl Fischer
  • [email protected]
  • 215-283-2868
  • Loading replies...