Roots Knowledge Base
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Getting Started
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
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Roots Knowledge Base
Getting Started
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
Getting Started
Learn more about investing with Roots, and what you can expect with us.
Who Can Invest
Investor Qualifications
Can I invest through a legal entity (LLC, Trust, etc.)?
Custodial Accounts
Investing Basics
How do I fund my initial investment?
What is the minimum initial investment?
What is Net Asset Value (NAV)?
What is a Unit?
How are unit prices calculated?
How long does it take for my transaction to process?
Can I add to my investment later?
How long should I expect to hold my investment?
Can I cancel my investment?
How to Add the Roots Platform to Your Mobile Device’s Home Screen
See more
Recurring Investments
What is a recurring investment?
Are recurring investments required?
How do I edit or pause my recurring investment?
