☝️ First, download the app from the App Store or Google Play. If a friend referred you, remember to click on the link they sent you before downloading the app!
👉 Next, follow the steps to set up your Moka account. You'll need about 5 minutes.
The information you provide during the signup process ensures your registered portfolio manager understands three key things:
✔️ Your financial situation
✔️ Your risk profile
✔️ Your financial goals
The questions we ask are called "Know-Your-Client" (KYC) questions. They help your portfolio manager recommend an investment portfolio that aligns with your goals and investment style.
Once you've completed the signup process, you can explore the app! A default goal will be created for you, and you can click on it to customize it. Click here to learn which account type is right for you.
💡 Did you know? With your Intelligent Investing subscription, you also get access to Mogo and Fiscal.ai Pro at no extra cost! 🚀
Additional services like Mogo and the advanced AI-powered research tool are also included, enhancing your investment experience.
Mogo lets you invest with zero commission and zero FX fees using Warren Buffett’s value investing principles.
Fiscal.ai Pro (normally valued at $68/month) provides AI-powered research and analysis tools to help you make smarter investment decisions. Additionally, the AI-powered research and analytics tool provides advanced insights tailored to your goals. To activate it, fund your Mogo account, and you'll receive an email with an access code. You can also register for Mogo using the same email linked to your Moka account, ensuring a streamlined setup process with no fees.
📩 Need help? Our team is always here for you! Reach out at support@moka.ai or visit our Help Center for more details.