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?
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?
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?
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?
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?
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.