Integrations.
Rocket Dollar will integrate with basic financial planning software to track alternative assets and build financial plans.
Beta
Financial Advisors
Rocket Dollar For Advisors & FINANCIAL INfLUENCERS
Financial Advisors
Program
We help your clients or audience access alternative investments in a retirement account. To kick off our Advisor Program, an advisor can enjoy a personal account on our Silver Membership with no opening fee.
Helping your clients retire with alternative assets
Rocket Dollar is a tech-enabled platform that brings alternative assets that continue to grow in popularity and adoption to personal portfolios.
Founded by an advisor, for advisors.
“When we bring advisors into the Rocket Dollar ecosystem, we need to come to them and build tools they will be able to use. We know that bringing alternatives into your practice can be intimidating, and we are here to make it easy.”
— Henry Yoshida, CFP®, CEO of Rocket Dollar
Coming soon
Coming soon
Account view.
View only accounts so you can assist your client with their alternative asset holdings, or help track their portfolio for financial planning.
Coming soon
View Progress.
Stuck on calls with IRA custodians? Check on your client accounts through the opening, funding, and investment process.
Transparent pricing.
Our Self-Directed accounts are among the most affordable in the nation. Our pricing is simple and straightforward.
Tax advantages.
Our accounts maintain the same tax treatment as a regular 401(k) or IRA. We make it quick and simple for investors to access their money for your deals.
Domain experience.
We will work directly with your investors to make sure their accounts are funded by your fundraising deadline. Raising money is hard, let us make it easier.
Alternative investment issuers
Ready to deliver your clients a premium experience?