To access your monthly statements, under the Account tab, tap on Investment Accounts.
Follow the instructions below:
- Tap on the account for which you’d like to view your monthly statements;
- Under Documents, click on Monthly Statements;
- Tap on the month for which you’d like to view your statement;
- You can download your statement 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. Monthly statements are issued mid-month following the previous month’s end.