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
I need help to understand certain terms relating to my investments
Portfolio Total Return includes the capital variance (gain or loss at current price) + fees (buying and estimated selling rate if you were to sell now) + in...
Fri, 8 Nov, 2024 at 1:24 PM
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
Tax on dividends paid on non-US stocks
The percentage of tax withheld on dividend distributions announced by non-US listed companies depends on the applicable laws of the source country. Dete...
Fri, 8 Nov, 2024 at 1:28 PM