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Invest with Gemini via Rocket Dollar


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. 

  5. Please fill out this survey to tell the Gemini onboarding team your application has been fully submitted. This will automatically send an email to the Gemini onboarding team informing them that your application came from Rocket Dollar so they can prioritize it. 


Gemini FAQs

Benefits & Pricing

Transparent pricing on a subscription basis.


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


All the essentials plus premium service

$30/moper month

$600 one-time setup fee

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  • 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

Ready to take control of your retirement?

Rocket Dollar | Self-Directed Retirement Accounts