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How can we help you build wealth?
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Roots Knowledge Base
Account Management
Account Management
Everything you need to know about managing your Roots account.
How do I view my investment history?
Account Basics
How do I reset my password?
Investment Processing
How long do transaction take to process?
My bank does not allow ACH withdrawals, what do I do?
Micro Deposit Verification Process
Why did my transaction fail?
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?
Referral Rewards & Promo Codes
How Referral Rewards Work at Roots
How Promo Codes Work at Roots
Referral Rewards vs. Promo Codes – What’s the Difference?
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