While Plum offers quarterly statement documents for your Mutual Funds account, you can still find a confirmation document for every trade (buy or sell order) you make in case you need the document before the statements are available.
Locate the Trade Confirmations
To find the trade confirmations for your Mutual Funds account, please follow the directions below:
Step 1: Open your Profile page in the app
Step 2: Tap on the Documents section
Step 3: Scroll down and select Trade Confirmations
Step 4: You should be able to see all the documents regarding the Buy/Sell orders.
Trade Confirmations Contents
The Trade Confirmations may include:
The date and time the trade was executed
The date the transaction was settled in your account
The amount of the transaction
Potential fees and commissions
Please note that trade confirmations become available in your account within some business days after the completion of the transaction.