Need to view or download important documents related to your investment account? Here’s how you can easily access them in the Mogo app:
How to Access Your Account Documents
Open the Mogo app and go to the Account tab.
Tap on Investment Accounts.
Select the account you want to view.
Under Documents, tap Account Documents.
Tap on the document you wish to view.
You can download any document in PDF format or share it via email directly from the app.
What Documents Are Available?
You can access key documents such as:
Mogo Account Agreement
Carrying Broker Account Agreement
W-8BEN Form
Declaration of Tax Residency
Declaration of Trust
Important Notes
Each investment account you open within your Mogo profile will have its own set of documents.
Make sure you’re selecting the correct account if you have multiple investment accounts under your profile.