05 Jul

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.  

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