☝️ First, download the app from the App Store or Google Play. If a friend referred you, remember to use the link they sent you!
👉 Next, follow the steps to set up your Moka account. You'll need about 5 minutes.
The information you provide during the sign up process ensures your registered portfolio manager understands three main things: your financial situation, your risk profile and your financial goals. The questions we ask are called “Know-Your-Client” (KYC) questions, and they help your portfolio manager recommend an investment portfolio that reflects what you’re trying to achieve and how you want your money to be managed.
Once you've completed the sign up process you can explore the app! A default goal will be created for you and you can click on it to have it customized. Click here to learn about what type of account will work for you.