Investa is a trading platform with an easy-to-use design, that provides access to commission-free options trading (other fees may apply). Investors can use our platform to facilitate trades via Interactive Brokers (U.K.) Limited. Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority under FRN 208159.

Investa Markets Ltd is an appointed representative of Richdale Brokers & Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority (FRN: 1008437).

Currently, Investa does not offer an active referral program for users. However, the company is developing various user engagement features that may include referral benefits in future updates.

Investa's policy allows only one trading account per user.

The Account Activity feature is accessible through the portfolio section's top right corner. This section displays comprehensive information about all orders, including pending, cancelled, and executed trades.
Tap individual orders to view detailed information including execution price, time, and status updates.

Users can trade fractional shares on Investa using two methods: specifying a precise share quantity (e.g., 1.5 shares) or entering a specific cash amount (e.g., £5,000) for investment. This feature makes investing more accessible, especially for high-priced stocks.

Market Orders execute at the best available price (National Best Bid and Offer) with guaranteed execution but no price guarantee. These orders are suitable when immediate execution is prioritised over price.

Limit Orders specify a maximum purchase price or minimum sale price. While they guarantee the desired price or better, they may not execute if the market doesn't reach the specified price level.

Orders may be queued when placing Market Orders outside of regular trading hours. These orders will automatically execute at market open at the prevailing market price.

To trade stocks before the market is open (pre-market trading is available from 09:00 - 14:30), you can place Limit Orders specifying a whole number of shares. Fractional pre-market trading is not supported currently. Options cannot be traded during pre-market hours.

Market orders are restricted for options and limit orders are necessary to ensure favorable execution prices.

This restriction  protects traders from potentially unfavorable executions, especially in volatile markets or with low-liquidity options.

Pending orders can be cancelled through either the "view order" option on the bottom sheet during the buy/sell flow or through the Account Activity section.

Important: Orders may be partially or fully executed before cancellation is processed. Cancellations only apply to the unexecuted portion of the order.

After submitting an order, users receive a confirmation message stating "Order has been sent for execution." Order status can be monitored through by clicking the icon in the top right corner on the portfolio tab or the Account Activity section.

Orders can show various states: Queued, Executing, Completed, Rejected, or Unknown. Each status provides real-time information about the order's progress.

Funds can be added through a UK bank account transfer to Interactive Brokers. The process is straight forward and requires matching the deposit amount to the notification amount.

Investa does not impose any minimum deposit requirement for account funding.

Deposits are processed by Interactive Brokers with timing ranging from immediate to 4 business days. Processing speed depends on accurate matching of deposit amounts and reference numbers.

Delays typically occur when deposit amounts don't match notifications or reference numbers are incorrect.

A Deposit Notification is a formal declaration of intent to deposit funds, not the actual deposit. It generates specific bank details and a reference number for the upcoming transfer.

The notification amount must exactly match the actual deposit to ensure proper processing by Interactive Brokers.

Deposit delays typically occur when the deposited amount doesn't match the notification amount or when reference numbers are incorrect. These discrepancies trigger additional verification processes.

Investa does not charge any fees for depositing funds into trading accounts.

All deposits must come from a UK bank account registered in the account holder's name. This requirement is part of Anti-Money Laundering (AML) compliance.

Deposits from third-party accounts will be rejected as part of standard security procedures.

At launch, Investa offers Level 1 and 2 options trading, including long Calls, long Puts, and Covered Calls. These strategies ensure losses are capped at the investment amount.

The platform does not offer margin lending or strategies that could result in losses exceeding the initial investment.

For out-of-the-money options, the contract expires worthless. For in-the-money options (ITM by at least $0.01), the Options Clearing Corporation (OCC) automatically exercises the contract if sufficient funds or stocks are available.

The spread between bid and ask prices primarily relates to market liquidity. Heavily traded options (like those on NVIDIA) typically show tighter spreads due to high trading volume and competition.

Less liquid options may typically show wider spreads as fewer market participants are actively trading, making price discovery more challenging and increasing the gap between buying and selling prices.