Within 3 minutes, we custom build a portfolio tailored to you and your goals. Your portfolio invests with some of the most prestigious fund managers in the world.
Round has a team of professional investors that constantly monitor your portfolio. No matter what size your account is, your portfolio is being looked after.
We update you weekly on what's going in the market and your portfolio, in words you can understand. No more confusing finance jargon.
Well, lucky for you we've got answers.
Once inside the app, you enter your financial information, your bank account, and you get a custom built portfolio. From there you just have to start with an initial deposit and add money as you go!
Your investments and cash are stored with Apex Clearing, a custodian and broker-dealer. Accounts are SIPC insured up to $500,000.
We need to verify your identity because of the Patriot Act, but rest assured, Round doesn't store your social security number. Your bank login info is never stored either, it is just used to link your bank account to deposit money.
Round is waiving it's advisory fees until Feb 1st, 2019. This means you are not being charged any advisory fee by Round! It is important to note that this does not include the underlying fees charged by the mutual funds and ETFs in your Round portfolio. Also, Apex Clearing, the custodian and broker-dealer, may charge returned deposit fees and other miscellaneous fees. See the full details in the client agreement.
Round Investments LLC, dba Round, is an SEC registered investment advisor. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC.
The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. Pictures and depictions of the Round app do not reflect the performance of Round and are not an indication of performance.