Contacting the Support Team

How do I ask for support at Rocket Dollar?

Rocket Dollar customers can check the top right of their dashboard for help options. Login on the main RD homepage.

How can I contact email support?

 

Paid Customers can also find the support email by logging in to their dashboard at rocketdollar.com. You will find the support email in the top right-hand corner. 

Non-customers or those interested in Rocket Dollar can email info@rocketdollar.com for assistance, questions opening an account, troubleshooting, or pre-buying support related issues you are not a paid customer, support@rocketdollar.com will not answer and will close your ticket. 

How can I contact phone support?

To call, you can check the top right corner of your dashboard. 

Core customers: Can schedule a call from a link in the top right-hand corner of their dashboard by logging in here.

Gold Customers: Can call any time at the number in the top right of their dashboard, or if you check your email inbox. You can log in to your dash here. 

I'm a Core customer. Can I call the sales team about my account? 

Please direct your requests to the support email or call scheduler. The Sales team is busy helping new clients, and will not be as up to date as our support team on the status of your account.

Please stick to the support team, unless our sales/partnerships team is helping you to get connected to a partner or is helping you with a previous conversation. 

I'm not a customer. Can I contact support?

Our support lines are for current customers only and cannot assist you. We hope you can become a customer someday! We are constantly expanding our knowledge base, can answer general questions from info@rocketdollar.com, and our sales team is always ready to help you see if a Rocket Dollar is right for you or talk about questions you might have on the space.

We promise we will respect your time and not bother you with excessive callbacks if you are not interested.  

You can dial our sales team at 1-855-762-5383 

I just had some general process questions about opening my account.

If you had any general questions about opening your account, you can see a step-by-step process for an IRA or a step-by-step process for a Solo 401(k) or our FAQs

It's our goal to keep serving you quickly and more accurately.

We are constantly working to make our support process smoother and to better serve you. As we work on partnerships, this should continue to make opening and an account an easier process Please let us know if you have any feedback during your support requests.