In case you want to close your Mutual Funds account (ISA/GIA) it needs to be active for less than 30 calendar days. Otherwise, you can make it inactive.
Less than 30 calendar days:
If your Mutual Funds (ISA/GIA) account is active for less than 30 calendar days, please follow the steps below:
Step 1: Fill out the cancellation form: Plum - ISA Cancellation Form.pdf
Step 2: Send the form back to help@withplum.com
Our operations team will review the form and proceed with the cancellation. Please keep in mind that any money you have invested will be withdrawn back to your Primary Pocket.
More than 30 calendar days:
If your Mutual Funds (ISA/GIA) account is active for more than 30 calendar days, it means that you are not able to close it completely. However, you have the option to withdraw all the money (sell your investments) and the account will become inactive until you decide to invest again.
In both cases, you need to ensure that you have no automated transactions going to your Investments. You can check this through the Splitter settings in the app.