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Round-Ups
Managing Round-ups
Managing Round-ups
Lauren Parry avatar
Written by Lauren Parry
Updated over a week ago

How do I set up Round-ups?

Just head to:

  1. Tap on your account on your app's Invest screen

  2. Tap 'Regular Payments' and select 'Round-ups'

  3. Select your banking provider from the list of banks we can connect to

  4. Follow the steps to securely connect to your bank using Open Banking (this is done through Truelayer who are our Open Banking provider)

  5. Start rounding up your spare change

The total of your weekly Round-ups will be collected each Monday evening and invested on the next available trading date.

Can I stop Round-ups once I've started?

Sure! You can stop Round-ups entirely or just skip it for a week.

Turning Round-ups off entirely

You can turn Round-ups off at anytime by tapping the on/off toggle on the Round-ups page in your app.

Skipping Round-ups for a week

If you'd like to keep Round-ups activated but just skip it being collected for one week, then you can just tap the on/off toggle then choose 'Pause Round-ups'.

This will stop us calculating any more round-ups for that week and we'll begin calculating them again from the following Monday.

How do I change the CIRCA5000 account my round-ups are invested in?

If you have more than one CIRCA5000 account you can choose which account you'd like your round-ups invested in. Just reach out to our Customer Support team to let us know and we'll make this change for you.

You can contact us by email to hi@circa5000.com or using your in-app chat.

How do I change the bank account connected to Round-ups?

You can change the bank account you'd like to be used to round-up your spare change at anytime.

To do this just:

  1. Tap on your account on your app's Invest screen

  2. Tap 'Regular Payments' and select 'Round-ups'

  3. Tap 'Connected Account'

  4. Tap 'Change Bank'

  5. Select the new banking provider you'd like to connect

  6. Follow the onscreen steps to connect to your bank using Open Banking. (This will take you through Truelayer to your banking provider, then back through to Truelayer and CIRCA5000 to complete the connection.)

Why is my banking provider not shown in your list?

Some banks aren't currently available on Truelayer's platform, but they're always looking to integrate with more banks.

If your provider isn't shown on the list of banks available in the app right now, hopefully they'll be listed soon.

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