Open a Solo 401k Brokerage Account with Fidelity and Join the LiveChat for Assistance

by | Jan 5, 2024 | 401k | 3 comments

Open a Solo 401k Brokerage Account with Fidelity and Join the LiveChat for Assistance




LiveChat Webinar led by Harvard Law Attorney George Blower regarding opening your Solo 401k Brokerage Account at Fidelity. …(read more)


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Solo 401k LiveChat Fidelity Solo 401k – Open Solo 401k Brokerage Account At Fidelity

Fidelity is a well-known investment firm that offers a wide range of retirement planning options, including Solo 401k accounts. This type of retirement account is designed for self-employed individuals and small business owners, providing them with a way to save for retirement while also enjoying valuable tax benefits.

One of the great things about the Solo 401k offered by Fidelity is that it can be managed entirely online, making it easy and convenient for account holders to keep track of their retirement savings. In addition, Fidelity offers a LiveChat feature that allows customers to chat with representatives in real time, making it even easier to get answers to any questions that may arise during the account opening process.

Opening a Solo 401k brokerage account at Fidelity is a straightforward process that can be completed entirely online. Account holders have the option to manage their investments themselves or work with a financial advisor to create a personalized investment strategy. With Fidelity’s extensive selection of investment options, account holders can choose from a wide range of stocks, bonds, mutual funds, and exchange-traded funds to build a diversified retirement portfolio that aligns with their financial goals.

In addition to the investment options available, Fidelity also offers a variety of tools and resources to help account holders make informed investment decisions. This includes access to research and educational materials, as well as online calculators and planning tools to help account holders track their progress toward their retirement savings goals.

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When it comes to managing a Solo 401k account, Fidelity’s online system is user-friendly and intuitive, making it easy for account holders to monitor their account balance, track investment performance, and make contributions or withdrawals as needed. And with the LiveChat feature, account holders can easily connect with a representative for personalized assistance whenever they have questions or need help navigating the platform.

Overall, Fidelity’s Solo 401k offering provides self-employed individuals and small business owners with a flexible and convenient way to save for retirement. With a variety of investment options, valuable resources, and the convenience of online account management, Fidelity makes it easy for account holders to take control of their retirement savings and work toward a secure financial future.

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3 Comments

  1. @tomng7677

    Hi, what are the fee for fidelity solo 401k?

  2. @mlwebb79

    If I want to invest my solo in the market; then I open a solo401K through you for example, and then open an additional brokerage account at Fidelity, Schwabb; Merril; TD, Morgan etc?

  3. @neazimhood7134

    Do need to invest in stock at fidelity

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