Brokerage account for Solo 401k

I’d like to set up a brokerage account in the name of my Solo 401k Trust to trade options and buy some stocks. Are there any clauses or designations in the application process I need to look out for while setting up my accounts? Can I fund the brokerage account with a check from my Solo 401k Trust checking account?

Yes, when opening the brokerage account: 

Clarify to your broker is that you are not opening a custodial retirement account

• Your Solo 401k is structured to be without a custodian
• You need a non-custodial account for your Solo 401k
• The brokerage should not function as custodian, administrator, trustee, or fiduciary of your Solo 401k plan
• Your Solo 401k has already been established through our plan documents
• The role of the brokerage firm is simply to provide a brokerage account for your already-established, self-directed Solo 401k plan

Our instructions include the application links and specifics for the major brokerages:

Bank Account Set Up

Use the Solo 401k name and EIN for the account

• These were included in your plan documents
• The account(s) should be established in the name and EIN of your Solo 401k, not your personal or business name and EIN

Once established, the brokerage account for your Solo 401k can be funded by a check from your Solo 401k checking account and/or a rollover