How to change your monthly maximum Round Up contribution

Modified on Tue, Mar 7, 2023 at 7:24 PM

After you activate Round Up, it will "round up" all charges made to your spending account to the nearest dollar and collect the spare change until your monthly maximum Round Up contribution is met. If monthly maximum Round Up contribution is met in a given month, Round Up will stop collecting spare change from charges made to your spending account until the next month. The default maximum Round Up contribution value is $50. 

To change your maximum monthly Round Up contribution:

  1. Sign into your Candidly account.
  2. Open the left-hand menu > select Round Up.
  3. Click the '...' in the upper lefthand corner of the tile displaying your monthly Round Up progress.
  4. Select 'Edit Max Round Up' and follow the prompts to change your maximum monthly contribution.



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