☝️ First, download the app from the App Store or Google Play. If a friend referred you, remember to click on the link they sent you before downloading the app!
👉 Next, follow the steps to set up your Moka account. You'll need about 5 minutes.
The information you provide during the signup process ensures your registered portfolio manager understands three key things:
✔️ Your financial situation
✔️ Your risk profile
✔️ Your financial goals
The questions we ask are called "Know-Your-Client" (KYC) questions. They help your portfolio manager recommend an investment portfolio that aligns with your goals and investment style.
Once you've completed the signup process, you can explore the app! A default goal will be created for you, and you can click on it to customize it. Click here to learn which account type is right for you.
💡 Did you know? With your Intelligent Investing subscription, you also get access to Mogo and FinChat Pro at no extra cost! 🚀
Mogo lets you invest with zero commission and zero FX fees using Warren Buffett’s value investing principles.
FinChat Pro (normally valued at $110/month) provides AI-powered research and analysis tools to help you make smarter investment decisions.
📩 Need help? Our team is always here for you! Reach out at support@moka.ai or visit our Help Center for more details.