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Automatic approvals for Roundups and Recurring investments
Automatic approvals for Roundups and Recurring investments

We heard you!

John Lasak avatar
Written by John Lasak
Updated over a week ago

We've been all ears, soaking up your feedback and aspirations. Guess what? Your dreams are now reality! We're thrilled to announce significant updates to our Roundups and Recurring Investments features. Yes, that's right—no more manual approvals needed for your Roundup and Recurring investments. Your Worthy experience is set to become smoother, faster, and exactly how you wished it to be.

Opt-in required: Before any automatic investment begins, you'll need to give your approval. This way, there are no surprises, and you're always in the loop.

If you have pending approvals and you choose to approve them, you will be asked for consent in making your future Roundups or Recurring investments automatically. After this, your future Roundups and Recurring investments will be fully automatic.

If you have the feature enabled but don't have any pending approvals and you'd like your future purchases to be approved automatically, you can disable and then re-enable the Roundups or Recurring Investments features so that you will be prompted with the consent approval.

If you don't have the feature on yet, just enable it and you will have your automatic approvals!

How will this work?

For Roundups, once your spare change adds up to $10, we will send you an email that alerts you to this exciting news. 48 hours after your spare change reaches $10, we will initiate the bond purchase from your funding source, which usually takes 3-5 days to process.

For Recurring investments, 48 hours ahead of your scheduled purchase date and time, we will send you an email reminder about the upcoming investment. At the date and time of your scheduled purchase, we will start the bond purchase, which usually takes 3-5 days to process.

Edit or Turn Off anytime.

While we're making things automatic, we haven't forgotten the responsibility of transparency and choice.

We email you 48 hours ahead of the scheduled investment time and date so that you have the opportunity to stop a transaction before it happens, should you decide to do so. You can disable the feature before the investment initiates and the transaction will not happen. If you're on the Recurring Investments page, you may also edit the buy date to one in the future.

If an automatic Roundup or Recurring Investment went through before you could do any of the above, don't worry! You can go to the Offering's Transaction page within the app and cancel the purchase within the business day the purchase was initiated. Transactions initiated after business hours or over weekends may be cancelled before the start of the next business day.

You are Worthy!

Investing shouldn't be a chore. With these updates, we hope to make your path to financial freedom more enjoyable and efficient.

Thank you for making Worthy a part of your journey. Stay invested, stay awesome!

The Worthy Team

P.S. We love hearing from you! Whether you have questions, feedback, or just want to share how your day is going, we're all ears. Together, let's make financial greatness achievable and fun.

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