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Can I Receive a Statement of my Investments?
Can I Receive a Statement of my Investments?
Yoan Jedrowiak avatar
Written by Yoan Jedrowiak
Updated over a week ago

You can see all transactions by going to Investments and then selecting a fund and tapping 'Activity'.

Plum investments offer quarterly statements. You can find these by going to profile (in iOS tap the icon in the top left; in Android tap 'You') and then select Documents. Bear in mind the quarterly statements are supplied to us by our partner, Quai. If you are in need of a particular statement and it is not available yet you would need to wait until it is made available by our partner.

Currently, on iOS there is no way of downloading the statement so if you need to download a PDF you can tap 'help' and contact support or email and we will provide it to you! 😁

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