OPENING YOUR DOOR TO MORTGAGE WEALTH

Setting Up Your Investor Account

A personal approach to your direct mortgage investment.

We offer a slight throwback in our setup process — human instead of digital. Investing is a big decision, and we're confident you'll have a great discussion about your mortgage investment goals.

To get started with Morcado, you can access your Mortgage Investment Advisor's calendar to book a call, who will guide you through your easy and straightforward process.
 

Here's a quick overview of your account setup process:

  1. Please book a call at a time that works for you and provide some initial info.
  2. Your Mortgage Investment Advisor will discuss your interest and gather further details.
  3. You'll be asked to fill out a brief investor questionnaire. This form helps us understand your investment suitability, preferences and goals, ensuring we can provide tailored investment opportunities.
  4. Please provide 2 forms of identification, as directed by your Mortgage Investment Advisor.
  5. An Investor Account will be opened for you so that the process of transferring funds for investment can begin. Learn more about our platform rules.
  6. You'll also need to sign an agreement and any account transfer authorizations required to handle the funds.
  7. Once your money is transferred to your Morcado Investor Account, you can log in and select mortgages for investment.
Start earning passive income today.

Book a time that works for you. A Mortgage Investment Advisor will help you set up your account.

Keep up with Morcado!

Catch the latest on product tweaks and news — and investment trends.

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*Disclaimers and Disclosures

As with any investment, we recommend seeking professional financial advice that applies to your unique situation. Please contact a licensed Mortgage Investment Advisor or licensed Mortgage Broker for more details about investing with Morcado

 

Investing in qualified syndicated mortgages through the Morcado platform involves risks, which depending on the product offered, can include potential loss of principal, market volatility, and non-guaranteed returns. 

 

Past performance does not guarantee future results. Any reference to projected returns is considered to be an estimate, not guaranteed results.

 

Promoted return rates are subject to change as mortgages can sell out quickly.

 

High-yield mortgages offered on the Morcado investment platform are secured by residential Canadian real estate. Investments in mortgages through Morcado are not insured by the Canada Deposit Insurance Corporation (CDIC). Any uninvested amounts parked with Morcado Trust are held within a large Canadian bank.

 

Morcado Trust is registered and regulated in Alberta as a Trust Company according to the Loans and Trust Corporations Act (LTCA).