How To Use Your Rocket Dollar IRA To Invest On AngelList

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Rocket Dollar's Direct Custody SDIRA allows you to invest with AngelList's platform so that you can fund your investments in a tax-advantaged retirement account. 

To invest on AngelList, you need to be an accredited investor, and you need to have been approved to invest.

From AngelList.com follow the steps below:

  1. After you've selected your investment on AngelList, you'll be asked to choose your funding source. Here, you'll have the option to select an existing investment entity or create a new one. If this is your first time using your Rocket Dollar IRA select ‘Add another investing entity’ and click ‘An IRA’ as the type of investing entity.

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  2. After you select ‘An IRA’ as the investing entity, you will need to enter the IRA investing entity name, which is ‘First_Name Last_name, Legal Owner Via Non-Trust Custodial IRA with AET.’ 

  3. Next you’ll choose your accreditation status. 
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  4. Complete your individual details
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  5. Under 'IRA details' please list the TIN for AET: 20-8936642
    and address: American Estate and Trust, 6900 Westcliff Dr. #603, Las Vegas, NV 89145

  6. The Funding Method defaults to Wire. Leave ‘Wire’ selected.
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  7. Select ‘Confirm and E-Sign for $XXXXX Investment’ once all boxes are checked for Closing Terms.

  8. Once completed please download your AngelList subscription documents and coordinate with Rocket Dollar support to load your documents through a secure Dropbox.

  9. Once your AngelList documents have been loaded, please allow 3-5 business days for our custodian's final deal approval. 

  10. Once the deal has been approved you will be notified via email and your funds will be released to your selected investment through a wire transaction.

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