Opening a Cash ISA Account
Updated over a week ago

To start saving in a Cash ISA, you need to open a Cash ISA account first. To do this, please follow the steps below:

  • Step 1: Select the Save category in the app.

  • Step 2: Tap on the Cash ISA tile.

  • Step 3: Check the information and press Get Started at the bottom of the screen.

  • Step 4: You will be asked to confirm your details and provide some relevant documentation. (This step is optional if you have already verified your account.)

  • Step 5: Verify your address and your National Insurance number and press Continue.

  • Step 6: Your Cash ISA account should be set up. As a next step, you should be asked whether you want to transfer your existing Cash ISA into Plum or create a new Cash ISA by making a deposit.

In order to create a Cash ISA, you need to open a Plum account and link your bank. Please note that we don't support joint accounts, only personal current accounts under your own name.

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