Managing accounts on our website

All topics Managing accounts on our website How can I manage my Moneybox account on the website?

How can I manage my Moneybox account on the website?

All Moneybox customers can use the Moneybox website to view their account balance and any recent transactions, and generate statements.

You can also change the email address, mobile number, and password associated with your account, and request to change the bank account you have linked to Moneybox for payments and withdrawals.

If you either have a Cash ISA, Open Access Cash ISA, or a Simple Saver, you’ll also have the option to:

  • View your sort code and account number to send money via manual bank transfer
  • Start a transfer of an existing ISA held elsewhere to Moneybox
  • Withdraw from your account

If you first signed up to Moneybox via our mobile app, for security reasons, we’ll send you a verification email the first time you log into the website. You’ll just need to click the link in the email to finish logging in.

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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.

For Business Saver: T&Cs apply. Max one withdrawal per day.

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