How can we help?
Search below or browse topics to find what you need.
Update my tax information
As a regulated institution, we may need to collect your tax residence information and, in some cases, a tax identification number (TIN).
How to update in the app
- Tap your profile icon
- Tap 'Account'
- Tap 'Personal details'
- Tap 'Tax residencies'
- Add a new country or update your TIN
Why does Plexos need this?
Financial institutions are required by international standards (CRS and FATCA) to collect tax-related information from account holders.