Solo 401k开brokerage账户

不知道泥潭有没有人有solo 401k,想问问哪家开brokerage账户比较方便。看了Fidelity貌似不能网上直接开。

vanguard

1 个赞

感谢zszs

Fidelity
非公民不能在网上开
不过通过邮寄表格开通也非常快

邮寄法细节(亲测有效):
To open a Self-employed 401(k) plan, you’ll need to complete the following documents:

Self-Employed 401(k) Adoption Agreement (PDF)

Self-Employed 401(k) account application (PDF)

Trust Agreement (PDF)

Complete, sign, and return the Adoption Agreement, the Trust agreement along with the original Account Application(s), to:

  • Fidelity Investments
  • PO Box 770001
  • Cincinnati, OH 45277-0036

Remember to keep copies of these documents for your own records.

Schwab zszs