Moka | Help Center
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By Adam1 author30 articles

Creating an 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?

Connecting a bank


Why do I have to connect my bank to Moka?
How to associate an additional card or bank to Moka?
What’s a funding source and how can I change it?
Why do you ask security questions when linking my bank?

Saving for your goal


How can I save more with Moka?
Why isn’t my transaction showing up in the app?

Transferring money to your account


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 roundups or deposits?
Why did my transfer fail?
A transfer is in process but hasn't been debited from my bank account, why?

Withdrawing your money


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?

Navigating the app


Overview Tab
Account Tab
Transfers Tab

Getting help


How can I reach Moka’s Customer Success team?
What is MokaBot? 🤖
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?
Moka | Help Center
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