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Troubleshooting Guide

Rachel Butterworth
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Having trouble finishing your account setup? Here are a few quick checks that solve most issues

Capital at risk. All investments carry a varying degree of risk and it’s important you understand the nature of these. The value of your investments can go up or down and you may get back less than your original investment. Options are complex products and not suitable for all investors. Please review Characteristics and Risks of Standardized Options prior to engaging in options trading. Fees may apply.

Published
September 23, 2025
Updated
September 23, 2025

1. Check your email

  • Look for your verification email.
  • Didn’t get it? Please check your spam/junk folder or request a new one in the app

2. Update your app

  • Make sure you’re using the latest version of Investa from the App Store to avoid technical issues.

3. A few things you’ll need (we’re required to ask you for these)

  • Your National Insurance number
  • Your employer’s address
  • Sometimes you also may need a form of ID (passport or driving licence)

4. Verify your details

  • Please ensure your personal info matches your official ID (name, date of birth, address)
  • Small mismatches (like nicknames or old addresses) may cause delays

5. Upload documents clearly

  • If asked for ID, use a well-lit photo with all details visible
  • Avoid glare, shadows, or cropped edges to prevent rejection

6. Check your connection

  • A stable internet connection helps avoid incomplete submissions

7. Still stuck?

  • Contact our support team: info@investa.co.uk
  • We are here to help you throughout your account setup.

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