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Webinar | Q&A

Learn about new account features with Digital Trust

The teams at Rocket Dollar and Digital Trust discuss why we're upgrading to Digital Trust, the process to get your account moved, and how you can take advantage of new account features.

Watch on-demand


HubSpot Video
HubSpot Video

Meet the hosts:


Henry Yoshida

Co-founder & CEO

Henry Yoshida is the CEO and Co-Founder of Rocket Dollar. He was also the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar [acquired by Goldman Sachs in 2016], the founder of MY Group LLC [acquired by Captrust], and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his wife and two daughters.


Brendan Walsh

Partnerships lead

Brendan Walsh is the Partnerships Lead at Rocket Dollar. He works with client's investment issuers and the sales team to ensure new clients can smoothly onboard their retirement accounts and investments. Brendan frequently leads Rocket Dollar's educational webinars. During this upgrade phase to Digital Trust, Brendan and the sales team have been helping Rocket Dollar clients understand how it might impact their accounts. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure.

Sign up to upgrade your account with our new custodian partnership

If you have any questions, thoughts, or concerns, please reach out to the Rocket Dollar team. You can give us a call at a time that works for you, 9 AM–6 PM Central Time at 855-762-5383. For email, you can email support@rocketdollar.com.