Your account
17 Support topics
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What if I need extra support?
If there’s something you’d like to make us aware of, including any financial worries, life events like losing your…
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Everything you need to know about our end of tax year prize draw!
How does the tax year prize draw work? We’re offering up to £50,000 in cash prizes, which includes a…
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Do you accept Letters of Authority?
We accept letters of authority via email and post. These can have a digital or wet signature, and remain…
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How do I add a beneficiary for my Moneybox Pension?
To nominate a beneficiary please go to Settings > Tap your name > Beneficiaries. You can nominate up to…
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Can I use a joint bank account to pay in?
Yes, you can link a joint bank account to your Moneybox account. To set this up, please note that…
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How do I log out of the app?
When you’re signed in to the Moneybox app, you can log out in Settings > Tap your name >…
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Can I help manage someone else’s account?
We can facilitate helping to manage another person’s Moneybox account in the case of lasting powers of attorney, guardianship…
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Can I cancel my Moneybox account?
Yes, you can cancel any Moneybox account within its cancellation period, which is: 14 days from your first payment…
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What’s my Moneybox account number?
If you’re looking for an account number/reference to use for an ISA or LISA to another provider, we use…
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How can I get a statement of my account?
Statements are available in-app in Settings > Statements & documents > Statements. Here you can generate a new statement,…
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What if I’m having trouble logging in?
If you’ve forgotten your password or are having trouble gaining access to the app, you can request a password…
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What to do when someone with a Moneybox account dies
Dealing with financial matters can feel difficult and overwhelming when someone passes away, so at Moneybox we want to…
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What happens if I move abroad?
If you are no longer a UK tax resident, please let us know by contacting us either through the…
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I want to change my Direct Debit linked bank account
If you’ve switched banks using the Current Account Switching Service, it’s worth noting your bank account will automatically update…
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How can I update my personal details?
Your address, phone number and email address can be updated in the app in Settings > Tap your name….
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How do I close my Moneybox account?
If you have funds in your account(s), you’ll need to withdraw or transfer out any funds held with Moneybox…
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I want to change my password and/or PIN
You can change your password and PIN in the app in Settings > Security. If you don’t know your…
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It's important you know
Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.
A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.