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HELP CENTER

HOW INVSTR WORKS

HOW INVSTR WORKS

8

What is Invstr?
How do I sign up for Invstr?
How much does Invstr cost?
How much data traffic will Invstr use on my phone?
Which devices does Invstr support?
Can I trade for real?
Can I add comments and share things through Invstr?
How can I contact you for further questions?

LEARNING WITH FANTASY FINANCE

LEARNING WITH FANTASY FINANCE

21

What is the objective of the Fantasy Finance game?
How do I get more trades?
Are there prizes to be won?
How do I enter the competition?
What if I don’t have enough, or have run out of, capital to continue playing the game?
How come my portfolio is all in US Dollars?
Why was my trade only partially filled?
Where do I see my active and completed games?
How do I create my own private League?
How does progression work?
How do I earn XP?
What is the purpose of the Invstr Academy?
What can I do in Invstr Academy?
What asset classes are covered?
What markets are covered?
How up to date is the Market data?
What is the source of Invstr’s data?
Are prices indicative of trade?
Can professional investors access exchange market data via Invstr?
Can I request additional coverage or query the data covered by Invstr?
How many instruments can I have on my watchlist?

INVESTING WITH INVSTR+

INVESTING WITH INVSTR+

41

Are there any risks involved in trading with real money?
What is Invstr+?
I’m already an Invstr, why do I have to register again?
What is multi-factor authentication?
Why do I have to accept so many agreements?
Why should I provide information about my income and occupation?
Why can’t I set up my Invstr+ account with my VPN turned on?
Why am I being asked for additional documents?
Why hasn’t my account been approved?
Is my personal data secure with Invstr?
Why can’t I log in via social login anymore?
Who can I contact if I have any problems?
What can I invest in?
What kind of trading accounts are supported?
Can I open more than one account?
Can I transfer my account to or from another account?
What information is required for ACATS transfer to Invstr+?
How do I fund my investment account?
I closed out equity positions, but I don’t see the funds available?
How long until my money is available to transfer out?
How often can I trade?
Do I see real-time prices?
How do I cancel a pending order?
What is a stop order?
How do I set a limit order?
What is a “partial execution”?
Why was my order declined?
When can I trade?
How are my orders routed?
What are fractional shares?
Can I transfer my fractional shares to another broker account?
Do I have voting rights entitlements from holding fractional shares?
How are dividends paid out?
What happens to my stocks if a company is delisted?
What tax forms are generated?
How do I close my trading account?
How long until my money is available to trade with?
How do I link my bank account to Invstr+?
How do I link my Venmo account to Invstr+?
How do I link my PayPal account to Invstr+?
How do I link my Cash App account to Invstr+?

CRYPTO

6

Which cryptocurrencies does Invstr+ cover?
How is my cryptocurrency held?
Can I transfer cryptocurrency from other wallets into Invstr+ or transfer cryptocurrency out of Invstr+ to my wallet?
Why was my cryptocurrency order not filled?
Are there fees related to cryptocurrency trading through Invstr+?
Are cryptocurrency prices the same across all trading platforms?

BANKING

14

Is Invstr a bank?
Will I be charged for transferring money?
What currencies are available?
Can I deposit cash or checks?
How do I make a wire transfer using my Invstr+ account?
What is my account and/or routing number?
Can I add a spouse to my Invstr+ bank account?
What should I do if a money transfer doesn’t arrive in my account?
How do I withdraw money to a different account?
How do I unlink a bank account?
How do I get a hold of my monthly statement?
I think I’ve become a victim of online fraud. What do I do?
What are the current rates of interest?
What happens if my account balance is negative?

DEBIT CARD

6

I have not received my card. When will it arrive?
How do I report a lost or stolen debit card?
How do I request a new debit card?
My card is not working. What shall I do?
My PIN doesn’t work. How can I reset it?
Where can I find an ATM that doesn’t charge a withdrawal fee?

MY ACCOUNT

16

Do you keep and use my personal data?
Who can see my profile page?
How do I see another Invstr’s profile?
How do I follow someone?
How do I get followed?
Who can like, share, or comment on things I post?
Who can see when I comment on something?
What should I do if I think someone has posted something offensive?
How do I search for someone on Invstr?
How do I make sure that my contacts can find me on Invstr?
How do I logout of the app?
I accidentally signed up using the wrong email address. How can I fix this?
I’m seeing an error message that says there’s an existing account associated with my email address.
I’m getting email notifications about someone else’s account.
How do I update my personal information (address, phone number, etc.)?
Tax documents

INVSTR JR

17

What are my responsibilities as a Parent or Guardian?
Why is a Parent or Guardian needed to open an Invstr Jr account?
Who is a Parent or Guardian?
What is an Invstr Jr account?
Who owns the funds / shares in the account?
Can you withdraw money from an Invstr Jr account?
As a Parent/Guardian, what controls will I have over Invstr Jr accounts?
What are the responsibilities of the Minor?
Who initiates investment transactions?
Are there any limitations on deposits and withdrawals?
What happens when a Minor reaches 21 years of age?
Who is responsible for taxes and fees associated with the Invstr Jr account?
Can I open an Invstr Jr account even if I don’t have an Invstr+ account myself?
Can a Parent or Guardian associated with the Invstr Jr account be changed once the accounts have been opened?
If I close my Invstr+ account, can the linked Invstr Jr accounts remain open?
What can be invested?
What steps do I need to take to open an Invstr Jr account?

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HOW INVSTR WORKS

Docs Category: HOW INVSTR WORKS

What is Invstr?
How do I sign up for Invstr?
How much does Invstr cost?
How much data traffic will Invstr use on my phone?
Which devices does Invstr support?
Can I trade for real?
Can I add comments and share things through Invstr?
How can I contact you for further questions?

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Risk Disclosure:

Invstr is not a bank and banking services are provided by Vast Bank, N.A.

Brokerage and Banking services are currently only available to U.S. residents.

Invstr app and web services are provided by Invstr Ltd. Advisory services are provided by Invstr Financial LLC, an investment adviser registered with the Securities Exchange Commission (SEC) details of which can be obtained here. Securities brokerage and custody services are provided by Apex Clearing, a broker dealer registered with the SEC and a member of FINRA and SIPC. There is no bank guarantee on securities and securities may lose value.

Investing involves risk and can lead to losses. Past performance does not guarantee future results.

Invstr app and web services are provided by Invstr Ltd. Invstr+ advisory services are provided by Invstr Financial LLC, an investment adviser registered with the Securities Exchange Commission (SEC). Securities brokerage and custody services are provided by Apex Clearing, a broker dealer registered with the SEC and a member of FINRA and SIPC. There is no bank guarantee on securities and securities may lose value. Vast Bank N.A. a nationally chartered bank and member of the FDIC, provides the banking products, including the products and services related to digital asset accounts. As with any asset, the value of Digital assets can go up or down and there can be a substantial risk that you lose money buying or holding digital assets. You should carefully consider whether trading or holding Digital assets is suitable for you in light of your financial condition. Your digital account does not support wallet to wallet transferring of your digital assets (i.e. cryptocurrencies) outside the platform. Any Digital Assets in your digital asset account are not insured by any government entities, including but not limited to FDIC or SIPC. The Invstr Visa® Debit Card is issued by Vast Bank, N.A. pursuant to a license from Visa U.S.A Inc and may be used everywhere Visa debit cards are accepted. Invstr Ltd, Invstr Financial LLC and Invstr Securities Ltd are subsidiaries of Marketspringpad Holdings (collectively “Invstr”) and Invstr is solely responsible for the application services and website content.

Watchlists provided when users first access the service are not a recommendation to invest. Instead they are provided to help users better navigate the service. Users are free to edit and create their own watchlists. From time to time, Invstr will suggest instruments solely based on an individual’s interest and the interest levels of the Invstr community. The statistical and portfolio builder models generated by Invstr do not reflect actual investment results and are not guarantees of future results. Comments provided by Invstr leaders, influencers or members of the Invstr Community are not recommendations and should not be construed as such. Invstr does not endorse the content or the positions posted by them. Their investment approach, and that of the models provided by Invstr, may be different from yours and may not be appropriate for you.

ALL RIGHTS RESERVED © INVSTR LTD. 2023