Transfer Scottrade IRA to Self-Directed Solo 401k

After I open Solo 401k, I will be transferring funds from my Scottrade IRA to the new self-directed Solo 401k trust account.  Since it will be a trust account and not an IRA or Broker administered 401K, I am thinking I can leave the funds at Scottrade and get a checkbook to make investments for the self-directed Solo 401k Trust.  I am trustee on two other Trust accounts I have at Scottrade for the benefit of some relatives and I write them an income check every month so do not know why this would be different.  Do you agree?

While Solo 401k plan also falls under trust umbrella, it is treated differently for tax purposes than a living trust or family trust, for example. For one a Solo 401k trust is a tax shelter vehicle. Second Solo 401k permits for Solo 401k loans.  

Further, our clients have been unsuccessful in opening brokerage account for Solo 401k with checkbook feature using Scottrade brokerage service.  They have only been successful in opening brokerage account for trading equities; therefore, clients' that want access to both (i.e., trading equities and investing in alternative investments such as real estate, tax liens, trust deeds and precious metals, as well as option to take a Solo 401k participant loan) will open two accounts for their Solo 401k--one at their local bank for trading alternative investments and processing Solo 401k loan and the second at Scottrade for trading equities.

Alternatively, so that you can process equity purchases and alternative investment purchases, and Solo 401k loan under one umbrella, we can open Solo 401k brokerage account with checkbook feature at Fidelity or Schwab because we are the Solo 401k provider and  you are the named trustee, fiduciary and administrator. Under this arrangement, Fidelity and/or Schwab would only be providing brokerage account services, not Solo 401k trust services.