Using Moneybase
How to use Moneybase
To make a withdrawal login on Moneybase Invest and click on Transfer. Select the currency Wallet, and the Beneficiary, then enter the amount you wish to wit...
Fri, 22 Mar, 2024 at 12:14 PM
Mobile platform You can submit a new order by clicking on the order section. You will then be prompted to type the name of the instrument you would like to...
Fri, 22 Mar, 2024 at 12:26 PM
You can request a new passcode by clicking on the ‘Reset passcode’ button in the login screen. You will be able to reset the passcode securely easily by fol...
Fri, 22 Mar, 2024 at 12:30 PM
To access your statement at any time, kindly log in to the desktop platform or mobile app, click on Reports, select Cash Statement, then select the wallet, ...
Fri, 22 Mar, 2024 at 12:38 PM
Your contract notes arrive straight to your registered email once an order is executed. You may also request an additional copy by contacting our customer ...
Fri, 22 Mar, 2024 at 12:39 PM
You can add an instrument by clicking on Watchlist from the home screen, found in the Investments section on the left hand side of your screen. ...
Fri, 22 Mar, 2024 at 1:09 PM
The price alert function enables you to be notified when an instrument reaches a particular price. To set a price alert, click on ‘price alerts’. ...
Fri, 22 Mar, 2024 at 1:15 PM
You can add your personal bank accounts as well as add multiple beneficiaries to transfer money to. Click on Transfer and select the Wallet of the requ...
Fri, 22 Mar, 2024 at 1:23 PM
Kindly note that you can exchange money from the Moneybase app to the following currencies: AUD (Australian Dollar) CHF (Swiss Franc) CZK (Czech Koru...
Fri, 30 Aug, 2024 at 11:50 AM
You can now generate reports on Moneybase by going to the reports screen on the menu bar as below: Here you can select which report you wi...
Fri, 22 Mar, 2024 at 1:30 PM