How do I unlink my card for Round-Ups®?

Article author
Trish V.
  • Updated

In order to stop Round-Ups® from being invested, you can either:

- Turn off your automatic Round-Ups®

(This will allow you to invest all Round-Ups® manually)

or

- Turn off Round-Ups® for a specific account(s)

(This will allow you to determine which accounts will track Round-Ups®)

 

In order to turn off Round-Ups® for a specific account, please follow the steps below:

For Mobile: 

  1. After logging in to your account, tap the menu (avatar) in the upper left corner of the screen
  2. Tap  "Settings"
  3. Tap "Linked Accounts"
  4. Select your bank
  5. Toggle off "Use for Round-Ups®" and tap 'Turn Off'

For Web:

  1. After logging in to your account, click on the menu (avatar) in the upper right corner of the screen
  2. Click on "Profile & Settings"
  3. Click on "Linked Accounts"
  4. Select your bank
  5. Toggle off "Use for Round-Ups®"

 

Note: If you are looking to stop all investments, don't forget to turn off any Recurring Investments as well!

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