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The Rocket Dollar Guide to Self-Directed Retirement Plans
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Invest with ErisX via Rocket Dollar

Instructions:

  1. Send an email to onboarding@erisx.com with the subject line "Rocket Dollar IRA LLC Application [your full legal name] [name of your IRA LLC]". DO NOT apply through the ErisX 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 onboarding@erisx.com. If you have a Solo 401(k), send the plan adoption agreement.

  4. Create your online account with ErisX after you are approved.

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

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Rocket Dollar | Self-Directed Retirement Accounts