Moneybox is a robo-adviser offering an innovative new way of investing. In addition to a weekly minimum investment of £2, you can round up any card transactions to the nearest pound and invest through moneybox. There are risk-targeted portfolios and they also come in ethical flavours.
Moneybox offers ISAs, Junior ISAs, Lifetime ISAs, SIPPs (pension) and a General Investment Account (GIA). It charges a monthly fee of £1 per account, on top of administration and underlying fund fees. To get you started, Moneybox waives the subscription fee for the first three months.
Visit The WebsiteAvailable products & Wrappers
| General Investments | ISAs | JISAs | Pensions & SIPPs | Junior SIPP | Lifetime ISAs | Others |
|---|---|---|---|---|---|---|
Table of charges
| PLATFORM CHARGES | PRODUCT CHARGES | OTHER CHARGES | |
|---|---|---|---|
| Monthly account fee | £1 | ||
| Robo fee | 0.45% | ||
| Ave underlying fund charge | 0.23% |
Minimum Investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £1 | £8 |
Compare the Platform Says
| Products & Wrappers | Research & Guidance | Charges | OVERALL SERVICE |
|---|---|---|---|
| An excellent product range. | Moneybox academy provides videos, articles and blogs. | Competitively priced. | Good product range and resources. A clean app with a good overview of your investments and their performance. Encourages a savings (and investing) attitude through round-ups and deposits. |