Getting started

How can I sign up?

You can download the Moneybox app from the App Store (iOS) or Google Play Store (Android). You can also find a link to install the app from the homepage of our website.

After you install the app, all you need is:

  • Your bank account details to set up a Direct Debit.
  • Your National Insurance number to open a Stocks & Shares ISA, Cash ISA, Lifetime ISA, or Personal Pension (not required to open a Simple Saver, General Investment Account or our Notice Accounts).
  • Your personal online banking or credit card details if you’d like to use round ups.

With these details to hand, you can get up and running in a couple of minutes.

For more information about signing up to our Junior ISA, please visit the Junior ISA FAQ section.

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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.

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