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How can I get a statement of my account?

Statements are available in-app in Settings > Statements & documents > Statements. Here you can generate a new statement, based on your chosen date range, by tapping the ‘Generate new statement’ button at the bottom of the screen; as well as view any previous statements.

Once your statement has been generated, you can tap the envelope in the top right corner to email a copy to your Moneybox registered email address.

If you’re having problems generating or emailing a statement, please get in touch via the in-app chat and a member of the team can generate a statement on request.

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It's important you know

Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.

A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.

For Business Saver: T&Cs apply. Max one withdrawal per day.

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