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:
Your deposits
Your withdrawals
Potential investment fees
The closing balance of the quarter
Plum Interest Statements Periods
The statements for the Plum Interest 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 |