How do I open a Rocket Dollar account?

  • Created

Opening a Rocket Dollar account is easy. Simply click our Sign Up button in the upper right corner of the homepage and enter your email to start creating an account. Once your account is created, you will be asked if you have self-employed income.

As of August 1, 2022, Rocket Dollar is now able to open multiple accounts using the same email and phone number. 

Verification: You must enter your phone number to submit your information for a new account.

rd1.png

Once verified, you will then be prompted to enter your personal information.

screenshot_2024-02-06_at_13.02.41.png

After providing your personal information and address, you will choose the account type.

screenshot_2024-02-06_at_13.03.45.png

If you are unsure which IRA account to choose, please review our article below:

screenshot_2024-02-06_at_13.03.58.png

Direct Custody Roth or Traditional IRA instructions can be found here, if necessary:

Selecting "Checkbook Control " will advance you to the next screen to select the account type:

After advancing through all necessary information screens, you will be prompted to load pictures of your DRIVER'S LICENSE (front and back).

The final screen is the payment option section. You can enter a promo code if you have one, and/or upgrade to our gold membership, before entering your card payment information.

If you are unsure which pricing plan to choose, please review the article below:

screenshot_2024-02-06_at_13.04.15.png

Your Rocket Dollar account fees are paid directly, which means they cannot be paid from your account balance.

The entire process will take about 5 minutes. If you have any trouble or questions about sign-up, just give us a call at 1-855-762-5383 M-F 9am - 6pm CT.

Sign up now

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.