Access the world’s best money managers.
Round provides access to world-class fund managers, curated portfolios, and has waived its advisory fees until June 1, 2019! You can get started with as little as $5.
How it works
1) You answer a series of questions to get a custom portfolio built around your goals. It takes as little as 3 minutes. Your portfolio invests with some of the most prestigious funds in the world.
2) 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.
3) Every week, we send out an update video to explain how your investments are doing, in words you can understand.
-Round has waived it's advisory fee until February 1, 2019! See the full details at www.investround.com
-The funds you invest in may charge a fee and our custodian may charge miscellaneous fees for things like returned deposits, but you are not being charged for Round's service.
Safety & Privacy
-Your investments are protected by the Securities Investor Protection Corporation (SIPC) and are held at Apex Clearing Corp., a custodian and broker-dealer.
-We do not store any compromising information on our servers.
-We use bank-grade security and authentication to ensure your private information stays private.
-Round Investments is an SEC registered Investment Advisor.
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.
-Small bug fix
Ratings and Reviews
A good start - needs a few enhancements
I like the app so far. It’s clean and easy to use, and the portfolio allocation chart is very visual so I know exactly what I’m invested in. I would like the option of more auto deposit frequencies: biweekly and monthly in addition to weekly with ability to choose day of the month. Also Personal Capital, Mint, etc. and TurboTax integration. I also wish withdraw was easier to find instead of being buried under options.
If you’re looking for that differentiator...
Round is a breath of fresh air amidst the overwhelming labyrinth of FinTech options currently available. I’ve given other apps a fair shot including: Acorns, robinhood and stash to name a few.
An immediately relevant takeaway would be the user experience. Building a profile and setting preferences feels as personal as sitting down at the table across from your fiduciary (which round is btw - VERY IMPORTANT).
Their connectivity to otherwise unreachable funds could quite possibly be the most impressive feature, yet what I believe supersedes it’s already iron clad platform and
system is it’s customer service. Having video updates and real people whom you can connect with for any need is quite extraordinary.
Put simply, use this app and you will not be sorry!
Very excited about this investment platform. An extremely user friendly application coupled with a highly qualified investment team.
The weekly updates are very informational and help a layman like me understand how the market works and the many ways the hard working team at Round is making my goals come to fruition.
Round has a bright future and I am very excited to grow my goals with them!
With Family Sharing set up, up to six family members can use this app.