To start investing in Mutual Funds, you need to open an Investment account in Plum. To do this, please follow the steps below:
Step 1: Tap on the Investments section from the home screen
Step 2: Select the fund of your choice from the Funds categories
Step 3: Scroll down and press the Invest button to initiate the onboarding
Step 4: You will be asked to confirm your details and provide some relevant documentation. (This step is optional if you have already verified your account)
Step 5: Select the type of your Mutual Funds account (ISA/GIA) and press Confirm. Please select carefully the type of your account, as you won't be able to change it later.
Step 6: Verify your address and your National Insurance number and press Continue
Step 7: Activate a subscription plan (This step is optional if you already have an active subscription plan)
Step 8: Accept the Terms and Conditions
Once you are done with the process, your Mutual Funds account will be open and ready to use.