How does registering for Moneybox on the website work?

Registering for Moneybox via our website is quick and easy – here’s an overview of what to expect:

Enter your personal details

First, you’ll need to enter your name, date of birth, mobile number, and email address to create your Moneybox profile. Please make sure the name you provide is your legal name and matches the name on the bank account you wish to link to your Moneybox account.

Select an account

Here, you’ll choose which account you’d like to open with us. Currently, you can just open a Cash ISA via our website – all other accounts can be opened via our mobile app.

You’ll be able to read information on all our accounts before making your choice and throughout the registration process, you’ll have the option to go back to this stage and start again if you’ve changed your mind about your account or any of your settings.

We’ll then send you an email to verify your email address.

Enter your bank details

Then, just enter your bank details to set up a Direct Debit and link your bank details to your Moneybox account for payments and withdrawals. We can accept payments from UK current accounts only, and the bank account you link must belong to you, the Moneybox account holder.

A Direct Debit does not mean you have to commit to regular payments or a fixed amount, and you can cancel your DD with your bank at any time.

Identity check

At this point we’ll automatically run some standard identity checks behind the scenes using the details you have provided. Our Operations team will contact you by email if there are any issues.

Declaration

Next, you’ll need to agree to the Cash ISA declaration and enter your National Insurance number, which is required by HMRC.

Choose how you’d like to pay in

Finally, you’ll just need to choose how you’d like to fund your new Cash ISA. You can either send a payment of £500 or more directly from your linked bank account, or start a transfer of an existing ISA held with another provider to Moneybox.

If you have any questions throughout the registration process, you can read our help articles by clicking the help button in the top right corner of the page. You can also email our Support team at support@moneyboxapp.com – they’ll be happy to help!