What Can I Do Online?

• Obtain account information
• Conduct transactions
• Perform account maintenance
• Find important fund information
• Find investor education information
• Use the Tax Center
• Order literature
• Contact us

Obtain account information

Access your account 24 hours a day, seven days a week to:

• Check your balance.
• Confirm recent transactions.
• View your statements and tax forms.
• Check the status of your retirement transfer and/or rollover request.
• Register for eDelivery.
• Download account information into Quicken^® or Microsoft^® Money.

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Conduct transactions

Process financial transactions on your account quickly and easily:

• Buy shares.
• Redeem shares.
• Exchange shares.

Note: These options are not available for all account types. Internet transactions may be subject to the applicable sales charge or contingent deferred sales charge. Transactions conducted in a nonretirement account may be taxable events. Before making changes to your investment portfolio, we encourage you to consult your financial adviser.

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Perform account maintenance

Change these and other account options using our step-by-step instructions:

• Your address
• Dividends/capital gains options
• Systematic purchase plans
• Systematic redemption plans
• Systematic exchange plans

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Find important fund information

• Daily prices and performance
• Current fund news
• Prospectuses for all Invesco funds
• Fund overviews
• Annual and semiannual fund reports
• Quarterly fund fact sheets
• Portfolio managers' biographies
• Forms you may need to conduct transactions

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Find investor education information

• General information on investing
• Market updates and commentaries from portfolio managers
• Investment tools and calculators
• Retirement planning guidelines

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Use the Tax Center

During tax planning time, visit our Tax Center for:

• Explanations of your tax forms.
• Information about how to complete your tax return.
• A list of Invesco funds that made year-end distributions.

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Order literature

With Invesco's online Literature Center, you can:

• Download fund and educational literature.
• Order printed copies of select literature.

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Contact us

Send a secure email regarding your account.

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