Automatic qualification
As a Moneybase client, once you reach the qualifying balance, you’re automatically elevated to the corresponding tier and begin benefitting from exclusive perks.
Benefits
Moneybase Club is designed for successful professionals, global investors, and entrepreneurs who demand more than just a digital interface.
Select
Premier
Elite
Qualifying Balance 1
€250,000
€500,000
€1,000,000
Priority Customer Support
Yes
Yes
Yes
Personal Relationship Manager
No
No
Yes
Direct access to Wealth Management 2
No meetings
Up to 4 meetings annually
Up to 10 meetings annually
High Limit Card 3
Yes
Yes
Yes
Trading Fees Discount 4
20% discount on online stock trades
30% discount on online stock trades
40% discount on online stock trades
Currency Exchange Discount
Coming Soon
Coming Soon
Coming Soon
ATM Fees Discount
Coming Soon
Coming Soon
Coming Soon
Cashback 5
up to €35 cashback per month
up to €50 cashback per month
up to €75 cashback per month
Transfer Portfolio 6
0.5% cash bonus + third-party transfer fees refund
0.5% cash bonus + third-party transfer fees refund
0.5% cash bonus + third-party transfer fees refund
- Qualifying balance includes both cash and investment assets held within your Moneybase account calculated on the Average Weighted Cost.
- Wealth Management access provides members with a number of one-on-one sessions annually with Calamatta Cuschieri Wealth Management experts.
- Card limits can be adjusted through priority customer support, ensuring flexibility for larger transactions.
- Discounts will apply to online accounts only for US Stock trades. Discretionary and advisory accounts are excluded.
- 1.35% weekly cashback, up to €35 per month for select. 1.5% weekly cashback, up to €50 per month for Premium and up to €75 per month for Elite.
- Transfer your portfolio to Moneybase and receive up to 0.50% of portfolio value plus a portion of your transfer fees refunded.
Select tier will be available soon.
Frequently Asked Questions
Once you reach the qualifying balance, you’ll be automatically upgraded and gain instant access to the benefits.
You can also transfer your investment portfolio to Moneybase to speed up eligibility and receive a 0.5% cash bonus, with part your third-party transfer fees refunded.
Your qualifying balance is the total of the cash and investments in your Moneybase account, based on what you originally paid for your investments rather than their current market value. This means daily ups and downs in the market do not move you between tiers.
Temporary dips won’t affect your status, however, if your balance stays below the threshold for a long period, benefits will revert to a lower tier. We’ll always notify you by email if this happens.
You contact us via live chat or phone. As a club member, you will be automatically recognised and connected directly with an agent.
Elite members are assigned a dedicated relationship manager and provided with a direct contact number. Your relationship manager will be the first point of contact and will be able to assist you with anything you might need across all Calamatta Cuschieri Moneybase services.
Yes. If you hold cash or investments elsewhere, you can transfer qualifying assets onto the Moneybase platform. Clients who consolidate enough assets to meet a tier threshold may qualify for Moneybase Club, along with a 0.5% cash bonus and a partial refund of third-party transfer fees.
