As Rocket Dollar transitions away from BankUnited, it's crucial to ensure your deposit information is accurate and up-to-date. This will help avoid disruptions in incoming payments and ensure your investments are processed correctly.
1. Why is it important to update my deposit information now?
Rocket Dollar is transitioning from BankUnited to a new banking partner. During this transition, using
outdated
deposit details could result in:
- Payment delays
- Returned funds
- Potential penalties or tax consequences
To prevent these issues, double-check and update your records with the new deposit information
outlined below.
2. What deposit information do I need to provide?
For incoming payments, ensure you provide the following details associated with Digital Trust:
- Account Name: Digital Trust
- Address: 7336 W. Post Rd., Suite 111, Las Vegas, NV 89113
- Account Number: 9856033634
- Routing Number: 267090594
- For Further Credit To:
- Your name
- Account type (e.g., Traditional IRA, Roth IRA)
- Your Rocket Dollar account number
Example: Digital Trust FBO: Jane Doe Roth IRA #1234567890
3. What happens if I don't update my information?
Failure to use the correct deposit information during this transition could cause delays in processing
payments or misrouted funds. This could disrupt your account activity and lead to avoidable complications.
4. What if I'm sending a wire transfer?
When sending a wire transfer, use the details listed above. Ensure your "For Further Credit To"
section is accurate to avoid delays.
5. How should checks be titled?
Checks must be titled correctly to reflect account ownership:
- Digital Trust FBO: (Your Name) (Account Type) (Account #)
Example: Digital Trust FBO: Jane Doe Roth IRA #1234567890
Incorrectly titled checks may cause delays or tax consequences.
6. Where should I send physical checks?
Mail checks to:
Digital Trust
7336 W. Post Rd., Suite 111
Las Vegas, NV 89113
Include your Rocket Dollar account number in the memo line for faster processing.
7. How do I contact support if I need help?
If you have questions or need assistance during this transition, contact Rocket Dollar support:
- Phone: (855) 762-5383
- Email: support@rocketdollar.com
8. What is Digital Trust, and why is it part of this process?
Digital Trust acts as the custodian for your Rocket Dollar account. Ensuring your deposit information
matches their requirements helps secure and streamline your investments.
This transition is an opportunity to ensure your account information is up-to-date, avoiding potential
disruptions and ensuring your investments are protected. Take action now to ensure smooth, uninterrupted service.
For additional assistance, please contact our Support Team.
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