FAQs

Which banks / accounts can you connect to?

We use Plaid, an industry-leading technology used by American Express, Coinbase, Voyager, Acorns, and Venmo for safely connecting all major checking and credit card accounts to financial applications. We never have access to your financial institution's credentials, and can never save, store, or share this data with anyone.

Where are my crypto currencies / coins stored?

Your chosen exchange account holds all crypto assets purchased on RoundlyX.

How do I know my investments are safe?

By design, only purchases can be made on RoundlyX. There is no connection to sell or transfer assets.

Can I make recurring monthly contributions to save/invest more?

RoundlyX gives you three ways to purchase: Roundups, recurring monthly purchases, and instant invest to make an immediate purchase.

How do I obtain my crypto transaction activity for reporting, tax, etc. purposes?

All purchase activity is recorded in your chosen exchange account and will be documented in the exchange's tax reporting documentation.

Can I control my Roundup activity?

Yes, roundup and monthly recurring purchases can be paused or activated at any time.

How do I contact you if I have any issues?

You can contact us online at hello@roundlyx.com, or on telegram