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The Rocket Dollar Guide to Self-Directed Retirement Plans
Download your free copy and learn how to launch your portfolio into the 21st century.

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Invest with Cboe Digital via Rocket Dollar

Instructions:

  1. Send an email to digital.onboarding@cboe.com with the subject line "Rocket Dollar IRA LLC Application [your full legal name] [name of your IRA LLC]". DO NOT apply through the Cboe Digital customer portal. Wait until your IRA LLC is created by Rocket Dollar to initiate. Once your Rocket Dollar account is ready for transfer, your Rocket Dollar LLC has been created and you may download your LLC articles and apply. If you have a Solo 401(k), email the name of your Solo 401(k) Trust. You will need to provide your plan adoption agreement. 

  2. Complete the application according to our instructions in the Rocket Dollar Knowledge Base.

  3. Make sure to send your additional documents like your IRA LLC Articles of incorporation, EIN Number of your IRA LLC, and W-9 to digital.onboarding@cboe.com If you have a Solo 401(k), send the plan adoption agreement.

  4. Create your online account with Cboe Digital after you are approved.

  5. Use your Solera Bank information to ACH or wire funds to Cboe Digital. Helpful instructions are at the bottom of our Knowledge Base article.

FAQs

Benefits & Pricing

Transparent pricing on a subscription basis.

Silver

The essentials you need to start investing

$15/moper month

$360 one-time setup fee

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  • No minimum opening deposit
  • BYOD (Bring Your Own Deal)
  • Online document storage
  • Investment dashboard to track investments
  • Email support
  • No cost cash transfers from current custodian
  • Fair Market Value reporting on Form 5498

Gold

All the essentials plus premium service

$30/moper month

$600 one-time setup fee

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Premium
  • All Silver features
  • Expedited service and transfers
  • Four free wire transfers per year
  • Option for IRA LLC
  • Priority support
  • Roth IRA conversion assistance & tax filing for 1099-R
  • Tax filing for Solo 401(k) Form 5500

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Rocket Dollar | Self-Directed Retirement Accounts