How do I view my linked accounts?

Article author
Alexander G.
  • Updated

You can view your linked primary checking account or linked Round-Ups® accounts by logging in to your account and completing the following steps:

For Mobile:

  1. Tap the menu (avatar) in the upper left corner of the screen
  2. Tap "Settings"
  3. Tap "Linked Accounts"

For Web:

  1. Click the menu (avatar) in the upper right corner of the screen
  2. Click on "Profile & Settings"
  3. Click on "Linked Accounts"

Please note, the Primary Checking account is linked first with a green checkmark, followed by the linked Round-Ups® accounts. You can click the right-facing arrow to see additional details for your linked accounts. 

If you wish to add or remove any of the accounts listed, please follow the FAQ’s listed below:

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