You may qualify for the investment transfer offer if you:
- Are already a Select, Premier or Elite member of Moneybase Club when making the transfer; or
- Will qualify for Select, Premier or Elite once the transfer has been completed
You must transfer eligible investments from another bank, broker or custodian to your Moneybase investment account.
The investments must:
- Be fully owned by you
- Be free from any pledges, claims or other restrictions
- Be transferred without changing their beneficial ownership
- Be supported and accepted by Moneybase
If your qualifying balance does not meet the threshold for at least the Select tier after the transfer is completed, you will not receive the cash bonus or transfer-fee reimbursement.
What if I am a new customer?
New customers must successfully complete Moneybase’s standard onboarding and identity verification requirements.
Account opening is subject to approval. You must also submit your asset-transfer instructions within the promotional period.
The offer applies to eligible transfers initiated between 7 September 2026 and 7 December 2026.
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