- A valid email address where we can reach you and regularly send you account information.
- Your online banking log in information to link your accounts to Round-Up spare change and to fund your investments.
- If you don't bank with Bank of America, Chase, Citibank, PNC Bank, USAA, US Bank, US Navy Federal Credit Union, or Wells Fargo you'll also need your checking account number and routing number.
- Your physical address--this should be your most permanent address since we can't accept a PO Box or business address.
- Your Social Security Number.
- General Profile Information like your financial goals, occupation and earnings. This will help us recommend the right portfolio for you.
After signing up, you may also need to upload a photo of your government-issued ID or other documentation that helps us verify your identity.
That’s it! Most accounts are approved within 1 business day.