To access your account documents, such as the MogoTrade Account Agreement, Carrying Broker Account Agreement, W8-BEN, Declaration of Tax Residency and Declaration of Trust, go under the Account tab and click on Investment Accounts. From the next screen, follow the instructions below:
- Tap on the account for which you’d like to view your account documents;
- Under Documents, click on Account Documents;
- Tap on the document you’d like to view;
- You can download your document in PDF format from the app as well as share it via email.
Please note that each investment account you open within your MogoTrade account will have its own set of documents.