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:
- 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.
- 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.’
- Next you’ll choose your accreditation status.
- Complete your individual details
- 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 -
The Funding Method defaults to Wire. Leave ‘Wire’ selected.
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Select ‘Confirm and E-Sign for $XXXXX Investment’ once all boxes are checked for Closing Terms.
- Once completed please download your AngelList subscription documents and coordinate with Rocket Dollar support to load your documents through a secure Dropbox.
- Please email support@rocketdollar.com for instructions on loading your documents.
- Please email support@rocketdollar.com for instructions on loading your documents.
- Once your AngelList documents have been loaded, please allow 3-5 business days for our custodian's final deal approval.
- 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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