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Knowledge base
Getting Started
Onboarding
4
Downloading the Moneybase app
Who is eligible to open a Moneybase account
What age do I need to be?
Do you offer joint accounts?
Security
4
How secure is Moneybase?
Device Security
My phone has been lost or stolen
Phishing Alert! – Keep safe by following a few simple rules!
Verifying your Identity
7
What is the age limit?
How do I verify my identity?
Why do I need to verify my identity?
I’m unable to verify my identity
My Document has been rejected
View all 7
General Questions
5
Are there any deposit limits?
What are the fees ?
I forgot my passcode
What currencies can I open?
I want to close my moneybase account
Invest
Getting Started with Trading
24
Bond Investing
What is a callable bond?
What is a Cash Fund?
What does APY stand for?
What is an ETF?
View all 24
Managing your Investment Account
11
Fund my Investment account
How to access Reports on Moneybase
Withdraw funds from my Investment account
How can I see my trade confirmations?
How can I see more information about a recent interest payment
View all 11
Trading Products and Services
11
Which assets can I trade on Moneybase?
Which stock markets are supported by Moneybase?
I wish to add a new instrument to the platform
How can I exchange currencies on Moneybase?
Does Moneybase offer extended hours trading?
View all 11
Trading orders Execution, Fees and Limits
8
Order types
Can I preview my order before confirming it?
Can I purchase an instrument that trades in another currency?
How can I raise/modify an order?
I am not able to place an order in this ETF
View all 8
Corporate Actions
8
What is a corporate action?
Dividend Options
What is the difference between a dividend and an interest payment?
Who determines if I am eligible for a corporate action?
How can I check when my corporate actions are due?
View all 8
Investor Protection
2
How are my investments with Moneybase protected?
Which authority is Moneybase regulated by?
Help with Trading
4
Does Moneybase provide any investment advice or recommendations?
Do I need to make an appointment to visit an investment advisor?
What is an execution-only service?
Customer support
Exploring Moneybase
Spending Money
6
What currencies are supported for card spending?
Which currency will be deducted when spending?
Will I be charged for card payments?
Withdrawing cash (ATM)
Can I get a refund to my Moneybase card?
View all 6
I am Travelling
2
I’m going abroad
Is my Moneybase card accepted everywhere?
Cards
Getting your Card
5
Getting a physical card
I have not received my card
Getting a virtual card
Activating my Moneybase card
Linking an Instant Moneybase card
Card Payments
5
Why is my card payment still processing / pending?
Why has my card payment been declined?
I don't recognise a card payment
I've been charged more than once for the same transaction
How to Authenticate 3D Secure eCommerce Transactions
ATM Withdrawals
3
Why was my ATM cash withdrawal declined?
I don't recognise a cash withdrawal
Why has my cash withdrawal been reverted?
Card Wallets
8
Do you support Google Pay?
Do you support Apple Pay?
Can I use Moneybase on all Apple devices?
Is using Apple Pay secure?
Is my transaction data stored when using Apple Pay?
View all 8
Card Refunds
2
Seeking a refund for something I bought
My refund is not showing up in my statement
Card FAQs
9
My physical card is not working
Freezing my card
My virtual card is not working
My contactless is not working
I want to change my card PIN number
View all 9
Banking
Sending Money
13
Transfer funds from my Moneybase account
Are SEPA transfers free of charge?
Which currencies are supported for cross border payments?
How can I obtain a proof of payment for a transfer I just made?
How do I add a beneficiary?
View all 13
Receiving Money
8
How to transfer funds to Moneybase?
Is there a limit to how much money I can receive on my Moneybase account?
I am waiting for my transfer to arrive
Why has my card deposit to my moneybase account failed / pending?
Why did I receive less money than I was expecting?
View all 8
Transfers between Moneybase Users
3
Sending Money to other Moneybase Users
Why can't I send money to another Moneybase customer?
P2P Privacy Settings
Help with Bank Transfers
5
What is an IBAN?
Where can I find my Moneybase IBAN?
What is the Moneybase SWIFT code?
How can I verify my source of funds or source of wealth
How can I download an account statement for a specific currency?
Profile and Plan - New
Download a document
0
Settings
0
Moneybase plans and benefits
0
Change personal details
0
Login and Security
0
Accounts - New
Online Execution account - Self-managed
0
Online Advisory dealing account
0
Discretionary dealing account
0
Joint Account
0
Minor Account
0
Student Account
0