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Moneyfarm: General Investment Account reviews

Name: General Investment Account
Rating: 4.83 (1957 reviews)

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4.83

Based on 1,957 reviews, last reviewed 22nd Apr 2025

70% decrease in 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

85%

14%

Latest highest rating:

4

Good investment returns Good investment returns on General investment Reviewed on: 22nd April 2025

Latest lowest rating:

1

Incorrect and incomplete consolidated tax certificates The annual consolidated tax certificate provided by Moneyfarm for GIA accounts contains incorrect and incomplete information. It is incorrect because ... Read more Reviewed on: 17th January 2024

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Moneyfarm General Investment Account reviews (1957)

Easy to use.

Easy to use. Always informative. Reviewed on: 17th January 2024

Moneyfarmer

Excellent app and customer service. Reviewed on: 17th January 2024

Great help

I discovered this company when I was looking for investment and I really like how clear is and how helpful the workers are Reviewed on: 17th January 2024

great timely and relevant communication with sound p...

great timely and relevant communication with sound performing investments Reviewed on: 17th January 2024

great online platform, great market insights

great online platform, great market insights Reviewed on: 17th January 2024

Incorrect and incomplete consolidated tax certificates

The annual consolidated tax certificate provided by Moneyfarm for GIA accounts contains incorrect and incomplete information. It is incorrect because it fails to account for capital gains tax rules when selling and buying back shares within the same 30 day period. It is incomplete because it does not include details of "excess reportable income" which every GIA hold needs to report on their tax return. Moneyfarm customer service team kindly offered to calculate and provide this information. However, they did not calculate it correctly (failing to follow the actual tax rules for how this is calculated). They had 3 attempts at getting it right and each time I had to explain to them why their calculations were incorrect. Eventually I gave up and calculated it myself. It takes several hours of effort to calculate this. Every Moneyfarm GIA customer needs to do this. In comparison, other "do it all for your" portfolio management platforms calculate and provide this information correctly. Reviewed on: 17th January 2024

They have a great platform for me to view my investm...

They have a great platform for me to view my investments which is transparent and easy ways to access speaking to an advisor or getting support. Transferring money is easy both ways. I’ve been using them for a couple of years now and in comparison to other investment companies they are better. Reviewed on: 17th January 2024

Moneyfarm gets a 10/10 for me!

Moneyfarm is incredibly easy to set up and use. I appreciate the regular updates on my portfolio as well as insight into relevant industry news. I very much feel that my money is in safe hands. I have been impressed with the performance of my portfolio since I set it up years ago. Reviewed on: 17th January 2024

Whenever I call MoneyFarm they are helpful and clear...

Whenever I call MoneyFarm they are helpful and clearly communicate with me. I always feel that they are solutions driven and happy to talk for as long as needed to explain any of my questions. Reviewed on: 17th January 2024

Very good product with excellent service and value f...

Very good product with excellent service and value for money Reviewed on: 17th January 2024

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