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:
- After logging in to your account, tap the menu (avatar) in the upper left corner of the screen
- Tap 'Settings'
- Tap 'Linked Accounts'
- Select your bank
- Toggle off 'Use for Round-Ups®' and tap 'Turn Off'
For Web:
- After logging in to your account, click on the menu (avatar) in the upper right corner of the screen
- Click on 'Profile & Settings'
- Click on 'Linked Accounts'
- Select your bank
- 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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