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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), 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, Rocket Dollar will not accept any crypto in-kind transfers. 

In-Kind Transfer Waitlist

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

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