Working with
Rocket Dollar
The Rocket Dollar Advantage
- Checkbook control lets you invest directly without custodian approval delays
- Flat-fee pricing with no hidden transaction fees or asset-based charges
- Modern digital platform provides easy, around-the-clock account management from any device
- More than 45 years of experience in the financial services industry
- Clients from all 50 states have entrusted us to custody over $34 billion in retirement assets (as of 8/31/2021)
- Dedicated representatives provide personal service
- Regular educational and inspirational opportunities include newsletters, webinars, videos, case studies, and more.
Rocket Dollar is a financial technology company, not a bank or custodian. Banking services provided by Mercury and other partner institutions. Any information communicated by Rocket Dollar is for educational purposes only and should not be construed as tax, legal, or investment advice. Consult your tax attorney or financial professional before making investment decisions.