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In-Kind Transfers

Rocket Dollar has decided to offer the in-kind transfer feature to a select group of investors. This offering is through invitation only and is available for a limited time, depending on incoming volume at Rocket Dollar. This offer excludes any publicly traded securities, as we are unable to hold such assets at this time. 

Direct custody assets can be transferred with a silver membership. However, if you are wanting to transfer a checkbook IRA asset (IRA w/ LLC), or Direct Custody IRA assets with precious metals, then you are required to have a Rocket Dollar gold membership. 

Please submit a request to the Rocket Dollar transfer in-kind waitlist, as we will not support an in-kind transfer request unless your information has been submitted and the team has given your written approval.

At this time, on 12/05/2023, Rocket Dollar is exploring adding support for crypto in-kind transfers. You can leave a submission to add yourself to the waitlist, but please be patient as we explore the important unique factors needed to best service crypto IRA clients. 

In-Kind Transfer Waitlist

Please provide us with details about your assets at other IRA Custodians.