Instructions

Support:

1. Gemini support email: Gemini Support
2. Submit an online request for Existing Customer Support
3. Rocket Dollar support email: Contact the Partnerships Team at info@rocketdollar.com

Opening an account:

1. Create a Rocket Dollar account, either a IRA/LLC or SoloK/Trust retirement account.

2. Gather your Rocket Dollar IRA/LLC or SoloK/Trust information from your client dashboard. When Rocket Dollar notifies you 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
   1. complete your retirement rollover to fund your account; AND
   2. create your bank account at our bank partner, Solera National Bank.
4. Continue to follow 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.