How do I change my Spending or Funding Account?

In order to change your Spending or Funding account, you will need to access the Round Up feature on the platform. Once you are in the Round Up feature, scroll down, and you will see the Accounts section located on the right-hand side with your Funding Account, Spending Account and the Loan Account.

Once you are here, select the three dots located in the right-hand corner of the Accounts section.


From this drop-down, you will be able to manage all three options. Once you do this you will be taken to the screen below:

If you would like to use a different account, select the I want to use a different funding account option.

Here is where you will be able to add and change all of your accounts.

If you have any additional questions, please don't hesitate to reach out via Live Chat or email us at

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