Transactions

We currently are working with our banking partners to ensure that you can do so in the near…

It’s easy to make a One-Time Investment. Here are the steps: o From the main menu of your…

Lump-sum investments are one-time transactions which allow you to make investments as and when you please without any…

Please complete the following steps to cancel a recurring investment: o Open your app o Select Recurring icon…

Follow these steps to set up a recurring investment on a daily, weekly, or monthly basis: o From…

Recurring allows you to set aside an amount of your choice at the frequency you are comfortable with.…

Round-ups are transferred from the bank account that you link to Capitalyze®. Even if purchases from multiple credit…

No! You can still make payments by setting up Recurring – daily, weekly and/or monthly – investments. You…

Well, technically Round-up isn’t exactly rounding up. We basically set aside a small percent of the transaction and…

Yes, you can! You can individually select the transactions that you want to be rounded or not. Once…