In the Account section of your application, you can see your personal information and banking information.
Under the Linked Accounts section, you’ll see the different financial institutions you’ve linked to Moka as well as your funding source. This is also where you can disable roundups for a specific card and enable that card when you are ready to roundup again.
Your investor profile can be found under Account > Documents > Investment Policy.
Your monthly statements are available under Account > Documents > Account Statements. Your annual statement is available under Account > Documents > Annual Documents. Every year, at tax time, we'll also provide the required tax documents.
Finally, in the Settings section, you will find your Moka Plan, the Touch ID feature, and the option to disable the low balance rule. Got a promo code? You can enter it in Settings!