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How to open an IRA LLC or Solo 401(k) at River Financial:

  1. Create an online River account with your personal info here.

  2. Download and Complete the River entity application using the instructions in this Knowledge Base article.

  3. Complete and send in additional documentation notated by the end of the Knowledge Base article from Step 2 to support@river.com.

Online River Account

If you do not already have an existing River account or wish to create a new River account please go to river.com to create an online account. The account email must match the Authorized User’s email provided on the River entity application.

Please use your personal information when creating this account. The Entity application will title the account in the name of your IRA LLC or Solo 401(k) trust. Work with Rocket Dollar's signup and support team to create your retirement account and entity before completing and sending in a River Entity application.

Sending Supporting Documentation

You will need to send additional documentation to support@river.com. The title of the email should be Rocket Dollar - IRA LLC or Solo 401(k) (whichever is applicable to you).

 

River Financial 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

Get started Learn more
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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