Closing an ISA Account Opened Less Than 30 Days Ago:
If you want to cancel your investment account, and it's an ISA that you opened less than 30 days ago, please follow these steps:
Fill out the cancellation form.
Send the completed form to firstname.lastname@example.org.
You can find the form by going to 'Settings' (in iOS, tap the icon in the top left; in Android, tap 'You'), then go to 'Documents,' and select 'Investment Terms and Conditions.' The form will be available there. You can also request a copy from our Support team.
Ensure you cancel any active splitter to prevent additional investments. You can do this by going to 'Brain,' then 'Splitter.' Please note that pending investments won't be affected.
Once you've sent the form, our Support team will forward it to our partner for processing. This may take up to 30 days, although it's unusual.
During this processing period, your investment account will be frozen to avoid any deposits or withdrawals that could disrupt the cancellation process. After the cancellation is complete, your funds will be returned to your Primary Pocket.
Closing a GIA or ISA Opened Over 30 Days Ago:
For a GIA or an ISA opened over 30 days ago, you can close your investment account by withdrawing all your funds. Here's how:
Withdraw all your funds from your investments by tapping on 'Investments,' selecting a specific fund, and tapping 'Sell.'
If you have active splitter, ensure they are set to 'Primary pocket only' by going to 'Brain,' then 'Splitter,' and selecting 'Edit.'
If you no longer wish to subscribe to Plus/Pro/Ultra, make sure to cancel your subscription once your funds are withdrawn. To do this, go to 'Settings' (in iOS, tap the icon in the top left; in Android, tap 'You'), then select 'Manage Plum Plus/Pro/Ultra.'
Note: If you have a Pro or Ultra plan and want to use its other features but not the investments, you don't need to follow the last step.