How do I turn on Automatic Round-Ups®?

Automatic Round-Ups®

In order to automatically invest your spare change, you will need to have the automatic Round-Ups® toggled on. Once automatic is set to on, future Round-Ups® will be invested automatically once your Round-Ups® reach at least $5.

Manual Round-Ups®

To manually invest your spare change, you will need to have the automatic Round-Ups® toggled off. You will also need to manually select which Round-Ups® to invest. More information on this process can be found here!

Please complete the following steps to turn automatic Round-Ups® on/off:

For Mobile:

  1. After logging in to your account, tap 'Invest'
  2. Tap 'Round-Ups® Settings'
  3. Toggle 'Set to automatic' on/off
  4. Tap 'Save'

For Web:

  1. After logging in to your account, click on 'Invest'
  2. Click on 'Round-Ups® Settings'
  3. Toggle 'Set to automatic' on/off and confirm

Please note that if you do not maintain enough funds in your primary checking account to sufficiently cover your Round-Ups® investments, you could incur overdraft fees with your financial institution.

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