Our technology matches your money with a curated mix of world-class fund managers. Learn more about these specialized fund managers.
This means an alternative fixed-income specialist could be managing 12% of your portfolio, a well-respected growth stock manager looking after 8%, and other expert managers looking after the rest.
You can create an account, fund it, and start investing in 3 minutes with as little as $5.
Don't just passively ride the up and down waves of the market. The actively managed funds on Round aim to navigate the choppy waters in order to achieve the best possible return while also managing risk.
The fund managers often have significant resources and employ experienced teams with deep expertise in unique investment areas. Say goodbye to passive stock and bond portfolios.
You might still eat that 2-week old tuna sandwich sitting in your fridge, but we don't take the same risks with your money. That's why we have an internal second layer of defense where your portfolio can be re-allocated away from excess risk.
We're putting our money where our mouth is. We have so much conviction in the fund managers on the Round platform, that if your return is negative, we won't charge you a fee*. What other financial firm is willing to do that?
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. To learn more about security, click here.
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 accounts are charged an annual advisory fee of 0.50%, split up into monthly charges. To see the full details click here.
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.
Terms and conditions apply. Only Round Investment accounts without any deposit history as of October 18th, 2019 are eligible. To receive the bonus offer, at least $1,000 dollars must be deposited into an existing Round Investments account and you must keep the $1,000 in your account for 90 days. If you close your account within 90 days or request a withdrawal within 90 days, you may forfeit your bonus. Once funds clear, you may receive a $50 deposit within 90 business days. The offer is limited to one per person. The offer expires on November 30, 2019, at 5pm EST. Bonus amounts of $600 or greater in a single calendar year may be reported to the Internal Revenue Service (IRS) as miscellaneous income to the recipient on Form 1099-MISC in the year received by applicable law. Recipient is responsible for any applicable federal, state or local taxes associated with receiving the bonus offer, consult your tax advisor to determine applicable tax consequences. Round reserves the right to change or terminate the offer at any time or without notice.