Locate the Plum Interest Statements
To find the statements for your Plum Interest, please follow the directions below:
Step 1: Open your Profile page in the app
Step 2: Tap on the Documents section
Step 3: Scroll down and select Quarterly Statements (Plum Interest)
Step 4: You should be able to see the Plum Interest Statements for your account.
Plum Interest Statements Content
The Plum Interest Statements may include:
The total amount of your deposits
The total amount of your withdrawals
Potential investment fees
The closing balance of the quarter
Plum Interest Transactions
The Plum Interest Statements do not include your deposits/withdrawals in detail as single transactions. To find the transactions one by one, you need to follow the directions below:
Step 1: Open your Profile page in the app
Step 2: Tap on the Documents section
Step 3: Scroll down and select Trade Confirmations
Step 4: Step 4: You should be able to see all the documents regarding the deposits/withdrawals in your Plum Interest.
Plum Interest Statements Periods
The statements for the Plum Iterest are issued on a quarterly basis by our system and our provider Blackrock. The periods are following the UK tax year as can be seen below:
Starting Period | Ending Period | Doc Availability |
January 06 | April 05 | End of April |
April 06 | July 05 | End of July |
July 06 | October 05 | End of October |
October 06 | January 05 | End of next January |
Unfortunately, the Plum Interest Statements cannot be created earlier than the date of availability in the table above. In case you need a Plum Interest Statement earlier, you should be able to download the previous one.