You can monitor the performance of your investments directly with the monthly statements that we send through the application. In those statements, you will see a cost basis (book value) and current market value. If the market value of your investments exceeds the cost basis, then your investment is worth more than when we purchased it for you. This will give you a sense of how your investments are performing.

Additionally, on an annual basis, we will provide you with a comprehensive performance report showing the rate of return of your account over a variety of time intervals, including since inception.

Your monthly statements detail the latest performance updates to all of your goals. Monthly statements will be delivered by the 15th of the following month. You will be able to view these statements under Account > Documents > Monthly statements in the app.

We also send Annual Performance Report and Annual Tax Information Document. These documents can also be viewed directly in the Moka application under Account > Documents > Annual statements.