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Updated almost 5 years ago, 12/24/2019

User Stats

8
Posts
0
Votes
Jessica Seifert
  • Real Estate Agent
  • Redmond, WA
0
Votes |
8
Posts

Solo 401k Bank Account - Local Banks in WA?

Jessica Seifert
  • Real Estate Agent
  • Redmond, WA
Posted

Hi,

Trying to find a local bank (Seattle, WA area) to open a checking account for my Solo 401k.

Went and talked to First Tech Credit Union and BECU and they both stated that they do not (or not anymore) offer checking accounts owned by trusts (the 401k).

Has anybody recently opened an account for that purpose locally?

Fallback is to go with Solera or one of the other remote options - just figured that if possible it'd be great to build a relationship with a local bank.

Thanks

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