Managing your Investment Account

Fund my Investment account
To fund your account you can initiate a bank transfer from your bank to your Moneybase IBAN. You can find your IBAN by clicking on the Details icon on the h...
Fri, 8 Nov, 2024 at 1:22 PM
How to access Reports on Moneybase
A number of reports are available on Moneybase. These include: Cash Statement Investment Portfolio Income Report Tax Certificate Gain/Loss Analysis S...
Fri, 8 Nov, 2024 at 1:23 PM
Withdraw funds from my Investment account
You are able to transfer funds to your bank accounts, third parties or companies, from the main menu of your Moneybase App . Simply click on 'Pay',...
Fri, 8 Nov, 2024 at 1:25 PM
How can I see my contract note?
As part of our ongoing efforts to further enhance the protection of customer-sensitive information we have recently updated the process by which we confirm ...
Fri, 22 Nov, 2024 at 9:14 AM
How can I see my remittance advice or contract note?
As part of our ongoing efforts to further enhance the protection of customer-sensitive information we are currently reviewing the process by which we confir...
Mon, 25 Nov, 2024 at 8:58 AM
How can I customise my Moneybase Portfolio display?
To customise my Moneybase Portfolio display, simply access your Portfolio from the Invest Section on your Moneybase app. Click on the settings cogwheel butt...
Wed, 26 Mar, 2025 at 11:31 AM
I need help to understand certain terms relating to my investment Portfolio
Name  Instrument Name  Market Price Market Price in Instrument Currency  Market Value  Market Value in Instrument Currency Profit/Loss  Tota...
Mon, 13 Jan, 2025 at 10:06 AM
What is a W-8 BEN form?
The W-8BEN form is a document to be completed by Maltese residents who invest in US-domiciled instruments and who wish to avail themselves of the double tax...
Mon, 18 Nov, 2024 at 4:28 PM
Tax on Investments
Some, or all, of your investments can generate income and/or capital gains from time to time. This would be the case if, for example, you receive dividends ...
Fri, 8 Nov, 2024 at 1:27 PM
Tax on Dividends paid on US stocks
In general, the withholding tax rate for a cash dividend paid by a US corporation is 30%.  Some countries, including Malta, have treaties with the US go...
Fri, 8 Nov, 2024 at 1:27 PM