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Alternative investing, simplified
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The Rocket Dollar Guide to Self-Directed Retirement Plans
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Rocket Dollar For Advisors & FINANCIAL INfLUENCERS

Financial Advisors
Beta Program

We help your clients or audience access alternative investments in a retirement account. To kick off our Advisor Beta Program, enjoy our accounts with no opening fee.


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Helping your clients retire with alternative assets

Rocket Dollar is a tech-enabled platform that brings alternative assets that continue to grow in popularity and adoption to personal portfolios.

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Access to alternatives

Give your clients access to a wide breadth of alternative assets they have been asking for in Traditional IRAs, Roth IRAs, and Solo 401(k)s.

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Access to alternatives

Give your clients access to a wide breadth of alternative assets they have been asking for in Traditional IRAs, Roth IRAs, and Solo 401(k)s.

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Your input matters

Rocket Dollar has a leading development team in the space. As we build advisor tools, we want you to be involved in your favorite needs, integrations, and services for you to assist your clients.

Founded by an advisor, for advisors.

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“When we bring advisors into the Rocket Dollar ecosystem, we need to come to them and build tools they will be able to use. We know that bringing alternatives into your practice can be intimidating, and we are here to make it easy.”

— Henry Yoshida, CFP®, CEO of Rocket Dollar

Integrations
Integrations.

Rocket Dollar will integrate with basic financial planning software to track alternative assets and build financial plans.

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Account view.

View only accounts so you can assist your client with their alternative asset holdings, or help track their portfolio for financial planning.

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View Progress.

Stuck on calls with IRA custodians? Check on your client accounts through the opening, funding, and investment process.

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Transparent pricing.

Our Self-Directed accounts are among the most affordable in the nation. Our pricing is simple and straightforward.

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Tax advantages.

Our accounts maintain the same tax treatment as a regular 401(k) or IRA. We make it quick and simple for investors to access their money for your deals.

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Domain experience.

We will work directly with your investors to make sure their accounts are funded by your fundraising deadline. Raising money is hard, let us make it easier.

Alternative investment issuers

Ready to deliver your clients a premium experience?


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