How do I turn on Automatic Round-Ups?

Article author
Trish V.
  • Updated

In order to automatically invest your spare change, you will need to turn on the “Automatic” setting. Once automatic is set to on, future Round-Ups will be invested automatically once your Round-Ups reach at least $5.

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

For Mobile:

  1. After logging in to your account, tap "Invest for your future"
  2. Tap "Round-Ups Settings"
  3. Toggle "Set to automatic" 
  4. Tap "Save"

For Web:

  1. After logging in to your account, click on "Invest for your future"
  2. Click on "Round-Ups Settings"
  3. Toggle "Set to automatic" and click "Confirm"

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