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Round-Up

Let your customers round up their purchases into investment accounts

DriveWealth’s technology enables our partners to deliver market access right from their point of sale. Offer your customers the ability to round up the value of their purchases into an investment account—and help them become owners rather than just consumers.

Empower your customers to become stock owners

Investing even a few cents at a time can make a difference, and DriveWealth makes that possible with microshare* transactions across a range of securities. You can allow your customers to invest automatic round-ups from credit cards, digital wallets or anywhere else they transact.

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Our round-up solution includes:

  • Expert consultation to create a round-up experience that puts your customers on the path to investing
  • The choice to allow customers to select their own stocks, or for you to manage their investment funds for them
  • Access to fractional shares of more than 6,000 U.S. securities
  • The ability to outsource brokerage operations to DriveWealth, including onboarding, trade execution, clearing, settlement and regulatory reporting

Enable Instant Investing

With digital onboarding and identity verification as well as a full suite of money movement options, you can onboard your customers in just a few clicks and allow them to begin investing within minutes.

When you work with us, you can stay focused on customer acquisition and retention, because we handle:

  • Concept consultation
  • Seamless integration
  • Compliance and regulatory support
  • Post-launch success team

* Microshare transactions are trades of less than one whole share, in amounts as little as one dollar.

Click here to view fractional share definitions and disclosures

Want to empower your customers with modern, innovative products and solutions? Connect with us today.

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