Plum Statements

How to find and download the statements of your account.

Christos avatar
Written by Christos
Updated over a week ago

Pocket Statements

How to find the Pocket statements:

  • Step 1: Open the Pockets section in the app and then the pocket of your choice

  • Step 2: Choose the "More info" section

  • Step 3: Press the "Pocket Statements" button

  • Step 4: Choose the statement for the month of your choice

Can I download my pocket statements?

Yes, you should be able to download your pocket statements to your device. Let's deep dive into it!

  • On iOS, you will be prompted to download/share the file when you press the Download button. You can either save it to your files or share it through the app of your choice.

  • On Android: your file will be immediately downloaded when you press the Download button. The file will be automatically saved in the Files/Documents app of your device. Please note that we will not show a download banner in your notifications area.

What do my pocket statements include?

The pocket statements may include:

  • Deposits to the pocket from the bank account

  • Withdrawals from the pocket to the bank account

  • Transfers to Investments/Stocks/Another Pocket

  • Transfers from Investments/Stocks/Another Pocket

  • Interest payments

  • Referral Bonus payments

  • Refunds

  • Stocks dividends


Investment Statements (Mutual Funds ISA/GIA)

How to find the Investments statements:

  • Step 1: Open your profile in the app

    • Android users must press the "You" button at the bottom-right corner.

    • iOS users must press the little human symbol at the top-left corner.

  • Step 2: Open the "Documents" section

  • Step 3: Select the document of your choice.

Can I download my investment statements?

Yes, you should be able to download your investment statements to your device. Please read the information below:

  • On iOS, you will be prompted to download/share the file when you press the Download button. You can either save it to your files or share it through the app of your choice. If the download/share button does not appear, please contact our team through the in-app chat or by email at help@withplum.com in order to provide you directly with the file of your choice.

  • On Android: your file will be immediately downloaded when you press the Download button. The file will be automatically saved in the Files/Documents app of your device. Please note that we will not show a download banner in your notifications area.

When is my investment statement going to be available?

The investment statements are issued every quarter by our investment partner, usually around a month after the quarter has ended.

What does my investment statement include?

Your investment statement may include:

  • Buy orders to Mutual Funds

  • Sell orders to Mutual Funds

  • Buy orders to your Pension account

⚠️ For stock transactions, please open the Documents section in the app and you will be able to find a separate file for each buy/sell order you have made.

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