Round Investments is currently offering a $20 To $100 Sign-Up bonus & Referrals for you every time you refer a friend.
They were founded in 2016, they help connect everyday investors with their own personalized portfolio allocations.
Be sure to check out these other referral bonuses as well as these other automated investment options like Betterment, Fundrise and Wealthfront!
Round Investment $20 To $100 Sign-Up/Referral Bonus
Create and fund an account ($500 – $9,999.99) with the above referral link and you will be eligible to receive a $20 welcome bonus. If you fund with $10,000+ you will receive a $100 bonus instead.
Complete the following requirements:
- Go to the Rewards section in the menu
- Share your unique referral link with a friend
- They sign up and fund an account you both get a $20 bonus
- If your friend deposits $10,000 or more, you both get $100 instead
- The annual maximum aggregate Referral Bonus is $500
How Round Investment Works
Round is unique in that they offer a combination of personal financial advice and algorithms to better help your finances. Their programs help you design portfolio allocations that best fit your financial needs!
How it works:
- Provide personal information
- Round will create a portfolio that reflects your personal goals, helping you fund your future
- Link your bank account and fund your Round account (minimum $500)
- Round will automate and manage your portfolio, like investing your recurring contributions and rebalancing when necessary
Round Pricing
Round pricing falls between traditional robo-advisors (0.25% – 0.50%) and personal financial advisors (1.00%).
| 0.50% Annual Fee | Fee Is Waived |
| $0.00-$10,000 | 3.00% APY |
| If return is positive | If return is negative |
Round is the only digital investment service that waives your fees if your account loses value.
Round Fund Managers
The following listed below are the fund managers that may assist you with your portfolio!
| Fund Manager | Notable Asset Classes & Strategies |
| Guggenheim Partners | CLOs, Aircraft ABS, Whole-Business ABS, High-Yield Bonds |
| DoubleLine | Agency MBS, Non-Agency MBS, CMBS |
| Highland Capital Management | Private Equity, Leveraged Loans, Distressed Investing |
| Gabelli Funds | Merger Arbitrage Strategy, Value Stocks, Growth Stocks |
| PIMCO | Government Bonds, Investment-Grade Corporate Bonds |
| Brookfield | Real Estate, Infrastructure |
| Cohen & Steers | Real Estate, MLPs |
| Aberdeen Standard Investments | Emerging Market Stocks |
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Bottom Line
Round Investment is offering up a $20 To $100 Sign-Up Bonus & Referrals. Round is a fantastic fusion between robo-advisors and personal financial advisors that is significantly cheaper!
Additionally, you can find a full list of the best bank promotions here. Finally, remember to bookmark this page because you will always find an updated list of Round Investments promotions here.
| PROMOTIONAL LINK | OFFER | REVIEW |
| Chase Private Client | $3,000 Cash | Review |
| U.S. Bank Business Checking | $900 Cash | Review |
| U.S. Bank Business Checking | $400 Cash | Review |
| Chase Business Complete Checking® | $300 or $500 Cash | Review |
| KeyBank Key Smart Checking® | $300 Cash | Review |
| Truist One Checking | $400 Cash | Review |
| Chase Total Checking® | $300 Cash | Review |
| Chase College CheckingSM | $100 Cash | Review |
| J.P. Morgan Self-Directed Investing | Up to $700 Cash | Review |
| Chase Secure BankingSM | $100 Cash | Review |
| SoFi Checking and Savings Account | $325 Cash | Review |
| Huntington Bank Unlimited Plus Business Checking | $1,000 Cash | Review |
| Huntington Bank Unlimited Business Checking | $400 Cash | Review |
| Huntington Bank Business Checking 100 | $100 Cash | Review |
| Fifth Third Bank Checking | $400 Cash | Review |
| Axos Basic Business Checking | $400 Cash | Review |
| Axos Business Interest Checking | $400 Cash | Review |
| Axos Bank Business Premium Savings | $375 Cash | Review |
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