Rocket Money

Take a look at all of the features that are available through our Premium Membership!

Premium Membership features

Learn how to sign up for our best features that are only available through our paid monthly Premium membership

How to sign up for Rocket Money Premium

Learn how to update your payment method for your Premium membership or adjusting your monthly Premium Membership subscription price.

How to update your payment method for your Rocket Money Premium membership

Instructions for modifying or cancelling the amount that you’re paying for Rocket Money Premium Membership

Managing my Premium Membership

Common troubleshooting steps that you can take if you’re not able to access the Premium features on your account

My Premium features aren't appearing on my account

Learn how you can activate your free Rocket Money Premium Membership if you are a Rocket Mortgage Client

Accessing my free Premium Membership from my Rocket Mortgage

Learn about the different reasons that you could lose access to your free Premium Membership if you are a Rocket Mortgage Serviced Client

Changes to my free Premium membership as a Rocket Mortgage serviced client

Find out more about Rocket Money Premium referral program and eligibility.

Does Rocket Money have a referral program?

How sales tax is applied to your Rocket Money Premium membership

Applicable sales tax for Premium memberships

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Learn more about Rocket Money Premium Membership and how to manage your Membership.

Rocket Money Premium Membership

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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