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Benefits & Pricing



$360 one-time setup fee

The essentials you need to start self-directing

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  • No minimum opening deposit
  • An LLC to hold investments (IRA Only)
  • Online document storage
  • Investment dashboard to track investments
  • Email support
  • No cost cash transfers from current custodian
  • In-kind transfers ($200 per asset)



$600 one-time setup fee

All the essentials plus premium service

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  • All Core features
  • Expedited service and transfers
  • Four free wire transfer per year
  • Physical Rocket Dollar Account Debit Card
  • Custom-named LLC (IRA Only)
  • Priority support
  • Tax-filing for 1099-R and Form 5500
  • Roth IRA conversion assistance

Ready to take control?