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

Instructions

Support:
Opening an account:
  1. Create a Rocket Dollar account, either an IRA/LLC or Solo 401(k)/Trust retirement account.

  2. Gather your Rocket Dollar IRA/LLC or Solo 401(k)/Trust information from your client dashboard. When Rocket Dollar notifies you that your account is ready for a retirement transfer, you can immediately begin your Gemini Application.

  3. Follow the instructions in our Knowledge Base article to begin applying to Gemini on their institutional page. Be sure to keep in touch with the Rocket Dollar team as you still need to follow directions from our support team to

    a. complete your retirement rollover to fund your account; AND

    b. create your bank account at our bank partner, Solera National Bank.

  4. Continue to follow the instructions in our Knowledge Base article to complete your application. Be aware: shortly after you complete your application, you have to upload additional documents AND the completed application to the Secure file drop.

  5. Please inform the Rocket Dollar team when your application has been fully submitted. This will automatically send an email to the Gemini team informing them that your application came from Rocket Dollar.

Ready to take control of your retirement?

Rocket Dollar | Self-Directed Retirement Accounts