Yes, we have Solo 401k clients who have opened accounts with Uphold. While we haven't provided particular guidelines for Uphold, here are some things to keep in mind while starting a Crypto 401k account at a cryptocurrency exchange with Uphold login.
• From a Solo 401k standpoint, the key is that the account is opened under the name and EIN of the Solo 401k plan;
• Some exchanges may label the account as an institutional, business, or trust account – ultimately, this is acceptable as long as the account is opened under the name and EIN of the Solo 401k plan with uphold login.
• If you will have several types of funds (for example, pre-tax and Roth) and/or money for different participants, these monies must be stored in separate accounts or sub-accounts under the name and EIN of the participant of uphold login.