During onboarding, we support you in creating a brokerage account at Wealthkernel in your name. Once this is created, you can deposit funds into the brokerage account through the Round dashboard.

You can then use the platform to select your investment preferences by changing the allocation of funds between cash and money market fund in the brokerage account. Once this is changed, this transmits a buy or sell order of the fund (depending on the portfolio allocation change) which is executed at the brokerage on your behalf.