Roots Knowledge Base
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Account Management
About Roots
General
Fees
Security
Contact Us
Getting Started
Who Can Invest
Investing Basics
Recurring Investments
Returns
Returns
Distributions
Account Management
Account Basics
Investment Processing
Transfers
Bank Account Management
Two-Factor Authentication
Cash Outs
General Cash Out Information
Taxes
Tax Documents
Roots Impact
FAQ
Back to home
Roots Knowledge Base
Account Management
About Roots
General
Fees
Security
Contact Us
Getting Started
Who Can Invest
Investing Basics
Recurring Investments
Returns
Returns
Distributions
Account Management
Account Basics
Investment Processing
Transfers
Bank Account Management
Two-Factor Authentication
Cash Outs
General Cash Out Information
Taxes
Tax Documents
Roots Impact
FAQ
Account Management
Everything you need to know about managing your Roots account.
How do I view my investment history?
Account Basics
How do I change my email address?
How do I reset my password?
Investment Processing
My bank does not allow ACH withdrawals, what do I do?
Micro Deposit Verification Process
Transfers
Can I transfer my investment from one platform to another?
Can I transfer my shares to another Roots account?
Bank Account Management
How do I add or remove a bank account?
Two-Factor Authentication
What is two-factor authentication?
How do I enable/disable two-factor authentication?
