What do I do if I got a new card from my bank and now my Round-Ups are not populating?

Article author
Devon
  • Updated

If you recently received a new debit/credit card from your bank or other financial institution then your Round-Ups may not track because of the new card. Good news because this is an easy fix. In order to address this issue, you will simply want to unlink then relink your account for Round-Ups to refresh the connection with your financial institution. Once you are logged in, please follow these steps to unlink then relink your account for Round-Ups:

 

For Mobile:

  1. Tap on the avatar (menu icon) at the top left of the screen
  2. Tap on "Settings"
  3. Tap on "Linked Accounts"
  4. Tap on the financial institution where you got your new card
  5. Tap "Unlink" on the top right
  6. Then back on the "Linked Accounts" screen, tap "Link another account" & search for your bank
  7. Enter your bank’s online banking credentials and click "Submit"

For Web:

  1. Click on the avatar at the top right of the screen
  2. Click on "Profile & Settings"
  3. Click on "Linked Accounts"
  4. Click on the financial institution where you got your new card
  5. Click "Unlink Account" on the top right
  6. Then back on the "Linked Accounts" screen, click "Link another account" & search for your bank
  7. Enter your bank’s online banking credentials and click "Submit"

After you have relinked your account for Round-Ups, please wait 1-2 business days to allow the refreshed connection to your bank to catch up and read transactions, and from that point moving forward, you should be able to see your transactions on the Round-Ups screen (i.e. Home screen > Invest for your future > Tap "Round-Ups").

*Please also keep in mind that that your transactions will only show up once they have fully processed and settled in your bank account. Any transactions that are pending will likely not show up in the Round-Ups screen until they have fully settled.

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