Pleo's Investment Accounts lets you keep your company’s idle funds accessible within Pleo, while generating a variable yield of ~2% every month. We've partnered with licensed financial institutions to help your business earn competitive yields on funds held directly within the Pleo ecosystem - learn more about our partner.
- How can I transfer funds in my Investment Account
- How can I access my invested funds
- What does it cost
- How much can you earn
How can I transfer funds in my Investment Account
- Navigate to Cash Management
- Access Investments
- Click + Invest money
- Confirm the information for the transfer
- Click Confirm and invest money
Good to know: Transfer Rules are not yet available for Investment Accounts.
How can I access my invested funds
Withdrawals from your Investment Account are processed by lemon.markets and sent to your main Pleo account within one business day.
- Navigate to Cash Management
- Access Investments
- Click … More
- Select Withdraw money
- Review the information for the withdrawal
- Click Confirm and withdraw money
Good to know: Requests made on weekends or public holidays will be processed on the next available business day.
What does it cost
- No investment fees - Pleo does not charge a fee on the amount you deposit, nor do we take a percentage of the yield you earn. Your returns are your returns.
- No account opening fees - Starting an Investment Account is free of charge.
- No withdrawal fees - There are no fees or limitations on withdrawing funds from your Investment Account.
How much can you earn
Your funds are specifically invested in the Deutsche Managed Euro Fund – Platinum (ISIN IE0008643037). You can track the fund's year-over-year performance directly on the DWS website.
The funds in your Investment Account are placed in a Money Market Fund (MMF), which earns a variable yield that changes with market conditions. This is not a guaranteed fixed rate. While the rate fluctuates, as a recent example, annual yields for MMFs have been in the ~2% range.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article