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FAQ

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  • What happens to my Crypto Auto Invest if I don't have enough money in my bank account?
  • Can I choose the frequency of my Crypto Auto Invest purchases?
  • Is there a minimum requirement for Crypto Auto Invest?
  • Are there fees to set up Crypto Auto Invest?
  • What is Crypto Auto Invest?
  • What happens with whole dollar purchases (like a $5 purchase)?
  • When will I see the transfer reflected in my investment or crypto account?
  • What are Double Round Ups?
  • Why don’t Round Ups appear as soon as a transaction occurs?
  • Where does the money for Round Ups come from?
  • How do I turn off Round Ups?
  • Where can I see my Round Up Progress?
  • Do I have to pay fees to use Round Ups?
  • Am I eligible for Round Ups?
  • What is my primary bank account used for?
  • Do all transactions trigger a Round Up?
  • When are my Round Ups transferred to my Managed Investment or crypto account?
  • Can I use an account besides RoarMoney for Round Ups?
  • Can I pick where my Round Ups go?
  • What are Partial Round Up Transfers?
  • How do I turn on Round Ups?
  • Where can I access my Round Ups settings?
  • Why should I use Round Ups?
  • What are Round Ups?
  • Investment Terms & Conditions
  • Given my financial situation, should I choose an investment advisory service? Why or why not?
  • How might your conflicts of interest affect me, and how will you address them?
  • How will you choose investments to recommend to me?
  • Do you have any disciplinary history? For what type of conduct?
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