Statements are available in-app in Settings > Account documents > Statements. Here you can generate a new statement, based…
Your address, phone number and email address can be updated in the app in Settings > Tap your name…
If you are no longer a UK resident, please let us know by contacting us either through the in-app…
Dealing with financial matters can feel difficult and overwhelming when someone passes away, so at Moneybox we want to…
If you’ve forgotten your password or are having trouble gaining access to the app, you can request a password…
If there’s something you’d like to make us aware of, including any financial worries, life events like losing your…
If you’re looking for an account number/reference to use for an ISA or LISA to another provider, we use…
We can facilitate helping to manage another person’s Moneybox account in the case of lasting powers of attorney, guardianship…
We accept letters of authority via email and post. These can have a digital or wet signature, and remain…
When you’re signed in to the Moneybox app, you can log out in Settings > Tap your name >…
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.