How to activate Round Up

To activate Round Up:

1. Sign into your Candidly account.
2. Open the left-hand menu > select Round Up.
3. Click through the prompts to learn about Round Up.
4. Follow the prompts to securely connect your bank account and share your selected account(s) with Candidly.
5. Select a spending account from your list of connected accounts. 
6. Select a funding account from your list of connected accounts.
7. If you have already connect your student loan account(s), your Round Up payments will be sent to your primary loan account. If you have not yet connected at least one student loan account, you will be prompted to do so in order to finish activating Round Up.

Once you finish activating Round Up, you'll be directed to the Round Up dashboard. Here, you can adjust your maximum monthly Round Up contribution, change your spending and funding accounts, and review your Round Up history.