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Invest with Gemini via Rocket Dollar

Instructions

Support:
Opening an account:
  1. Create a Rocket Dollar account, either an IRA/LLC or Solo 401(k)/Trust retirement account.

  2. Gather your Rocket Dollar IRA/LLC or Solo 401(k)/Trust information from your client dashboard. When Rocket Dollar notifies you that your account is ready for a retirement transfer, you can immediately begin your Gemini Application.

  3. Follow the instructions in our Knowledge Base article to begin applying to Gemini on their institutional page. Be sure to keep in touch with the Rocket Dollar team as you still need to follow directions from our support team to

    a. complete your retirement rollover to fund your account; AND

    b. create your bank account at our bank partner.

  4. Continue to follow the instructions in our Knowledge Base article to complete your application. 

  5. Please fill out this survey to tell the Gemini onboarding team your application has been fully submitted. This will automatically send an email to the Gemini onboarding team informing them that your application came from Rocket Dollar so they can prioritize it. 

Gemini FAQs

Benefits & Pricing

Transparent pricing on a subscription basis.

Self-Directed IRA

The essentials you need to start investing

$30/moper month

$360 one-time setup fee

Get Started Learn more
Silver Program
  • All transactions go through the IRA custodian
  • Ideal for one-time investments (No Checkbook Control)
  • Bring Your Own Deal (BYOD)
  • Domestic Investments Only
  • No AUM fees

Checkbook IRA

Take complete control with our most popular account

$30/moper month

$600 one-time setup fee

Get Started Learn more
Gold Program
  • IRA Trust checking account (LLC available)
  • Unlimited fee-free transactions
  • No Custodian sign-off on transactions
  • Bring Your Own Deal (BYOD)
  • No AUM fees
  • Best For Ultimate Control of Investments:
  • Rental Properties
  • Fix-n-Flip
  • Tax Liens
  • Crypto (hold your keys)
  • Foreign Investments
  • Private Note Investing
  • Precious Metals
  • Limited Partnerships
  • Private Placements
  • Private Stock Purchases
  • Domestic Investments Only

Solo 401(k)

One participant, unlimited investment options

$30/moper month

$600 one-time signup fee

Get Started Learn more
Gold Program
  • IRA Trust checking account (LLC available)
  • BYOD (Bring Your Own Deal)
  • Unlimited fee-free transactions
  • No Custodian sign-off on transactions
  • Bring Your Own Deal (BYOD)
  • No AUM fees
  • Ideal for folks with self-employment income:
  • High contribution limits
  • 401(k) loan option
  • Self-custody account
  • Roth and Traditional in one account
  • Domestic Investments Only
  • Best for Real Estate Investments:
  • Rental Properties
  • Fix-N-Flips

Ready to take control of your retirement?

Rocket Dollar | Self-Directed Retirement Accounts