Moka

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Find quick answers, guides, and tips to help you get the most out of your Moka experience.

How does Moka protect my information?

How does Moka use my financial data?

How long does Moka keep my information?

Is my money safe?

Privacy Policy

Terms of Service

Security, privacy and legal information

How can I refer my friends to Moka?

When will I receive my referral bonus?

How can I redeem my promo code?

Referral program and promotions

Investing

Who manages my money?

How do you determine my investment strategy?

How do you invest my money?

What kind of investment portfolios do you offer?

What are Exchange-Traded Funds?

What ETFs do we invest in?

What is an MER fee?

Can I lose money when investing?

Is my money CIPF insured?

How can I monitor the performance of my investments?

Does Moka take commissions and fees for investing?

Our advice in the face of the COVID-19 pandemic.

Should I withdraw my investment?

Investing with Moka

What kind of investment account should I open?

What is the difference between registered and non-registered investment accounts?

How do I change my non-registered account to an RRSP or TFSA?

I already have a TFSA or RRSP account. Can I transfer it to Moka?

Why do you need my SIN number to open an RRSP or TFSA account?

Investment account options

What tax documents will Moka send me?

What taxes do I pay on a TFSA?

What taxes do I pay on a non-registered investment account?

What taxes do I pay on an RRSP?

Tax information

Your Moka account

How can I sign up for Moka?

What’s my goal and how can I edit it?

Can I create multiple goals?

Can I delete a goal?

Why does Moka have to verify my identity?

Why do you need my photo ID?

Creating an account

Why do I have to connect my bank to Moka?

What’s a funding source and how can I change it?

Why do you ask security questions when linking my bank?

How to change or update my linked accounts?

Connecting a bank

Make the most out of your Moka account 💰

How can I save more with Moka?

Why isn’t my transaction showing up in the app?

Saving for your goal

When do you transfer money from my bank account to my Moka investment account?

Should I monitor my transfers?

How can I skip my next transfer?

What happens if there isn’t enough money in my funding source to cover my weekly contribution?

Why did my transfer fail?

A transfer is in process but hasn't been debited from my bank account, why?

Transferring money to your account

How can I withdraw my money?

I requested a withdrawal. When and where will I receive my money?

Can I withdraw money from my RRSP?

Withdrawing your money

Overview Tab

Account Tab

Transfers Tab

What is the Moka Leaderboard?

Navigating the app

If you're looking for support, here's how you can reach us.

How can I reach Moka’s Customer Success team?

When will I get a reply?

How can I change or reset my password?

How can I edit my information?

How do I close my account?

Getting help

What is Moka?

How much does Moka cost?

Where is Moka available?

Meet Moka

How does the Moka Wealth Calculator work?

What is my Weekly Streak?

How does the Leaderboard work?

What's a Trusted Device?

New Features

Find answers and get help from Intercom Support and Community Experts

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