Transferable assets
Low fees, more investing
A smarter way to manage your investment portfolio
Receive up to 0.50% cash bonus when you transfer your investment portfolio
Licensed & Regulated by MFSA
All investments services are brought to you by Calamatta Cuschieri Investment Services which is also licensed by the Malta Financial Services Authority. All investment instruments on Moneybase are covered under the investor compensation scheme regulations.
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FAQs
An investment transfer allows you to consolidate your local or international investment portfolios into one platform with Moneybase.
Moneybase Club members receive a cash bonus of up to 0.50% on the value of assets transferred, plus reimbursement of eligible third-party transfer fees up to 0.50% of the value transferred. All customers gain access to competitive FX rates, advanced trading tools, payment services, and more.
Moneybase supports the transfer of over 20,000 investment instruments including:
- Stocks
- Exchange-Traded Funds (ETFs)
- Funds
- Bonds
- Cash Funds (MMFs)
- Treasury Bills
- Crypto ETFs
- Commodities ETFs
The cash bonus and third-party fee reimbursement are available to Moneybase Club members, and to customers who reach a Select, Premier, or Elite tier on completion of the transfer. You can find the qualifying balances for each tier on the Moneybase Club page. Portfolios below the Select qualifying balance can still be transferred to Moneybase, but do not qualify for the cash bonus or fee reimbursement under this Offer.
The cash bonus depends on how you transfer and what you transfer. It is available to Moneybase Club members (Select, Premier, or Elite), and to customers who reach one of these tiers on completion of the transfer.
Transferring into a Moneybase investment account:
- Mutual funds: 0.50%
- International equities and ETFs: 0.30%
- International bonds: 0.10%
- Equities and bonds traded on the Malta Stock Exchange: 0.10%
- Money market funds: 0.10%
Transferring into a discretionary portfolio management account:
- 0.50% on the total value of assets transferred into the portfolio.
Third-party transfer fees are reimbursed up to 0.50% of the value of securities transferred, capped at €2,500.
Consolidating your investments with Moneybase gives you transparency and full control over your financial life. Some key advantages include:
- One clear overview: Get a consolidated statement covering all your accounts, including portfolio valuations, income reports, gain/loss analysis, and tax certificates. Everything is easy to track in one place.
- All-in-one platform: Manage payments, multi-currency wallets, cards, and investments across 40+ markets in a single app.
- Low, transparent fees: Enjoy ultra-low trading fees, no custody charges, and your first two US trades each month for free.
- Trusted support and safeguards: Rely on ISO-certified customer care, 7 days a week, and the peace of mind of a platform regulated by the MFSA and backed by investor protection schemes.
- Better financial management: With everything under one roof, you reduce costs, avoid duplication, simplify tax planning, and gain a clearer picture of your portfolio.
Yes. You can transfer eligible certificated holdings to your Moneybase account. The process may require additional documentation and depends on the type of security and how the holdings are currently registered. Contact us to find out what is required for your specific holdings.
Moneybase is built on advanced threat protection and secure authentication controls such as 2-factor authentication, biometric authentication and device fingerprinting to always keep your finances safe.
We also adhere to strict protocols to maintain best-in-class compliance standards and ensure total protection for your money and data.
