Opening a Mutual Funds Account
Updated over a week ago

To start investing in Mutual Funds, you need to open an Investment account in Plum. To do this, please follow the steps below:

  • Step 1: Tap on the Investments section from the home screen

  • Step 2: Select the fund of your choice from the Funds categories

  • Step 3: Scroll down and press the Invest button to initiate the onboarding

  • 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: Select the type of your Mutual Funds account (ISA/GIA) and press Confirm. Please select carefully the type of your account, as you won't be able to change it later.

  • Step 6: Verify your address and your National Insurance number and press Continue

  • Step 7: Activate a subscription plan (This step is optional if you already have an active subscription plan)

  • Step 8: Accept the Terms and Conditions

Once you are done with the process, your Mutual Funds account will be open and ready to use.

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