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Download to Quicken®
What you need
All downloads will be initiated from Quicken. - Quicken software (Quicken 2011 or later)
- Internet access
- Online access to My Account (Your user name and password are needed for online access.)
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Quicken 2013
Download instructions
- Log into "Quicken."
- From the menu bar at the top of your screen, select → "File" → "New Quicken File" → "New Quicken Account," click "OK."
- Select "Investing/Brokerage" as the Account Type, click "Next."
- Type the word Invesco in the "Enter the name of your brokerage" field, and select the appropriate firm.
- Enter your Invesco user name and password, click "Connect."
- 6. Select "No" this is not a Single Mutual Fund Account, click "Next."
Note: If you are downloading multiple accounts, Quicken will require you to repeat this step for all accounts requested to be downloaded.
- Confirm that the information provided is correct and click "Finish."
- Click on the Investing tab to review your transactions.
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Quicken 2012
Download instructions - Log into "Quicken."
- From the menu bar at the top of your screen, select → "File" → "New Quicken File" → "New Quicken Account," click "OK."
- Select "Investing/Brokerage" as the Account Type, click "Next."
- Type the word Invesco in the "Enter the name of your brokerage" field, and select the appropriate firm.
- Enter your Invesco user name and password, click "Connect."
- Select "No" this is not a Single Mutual Fund Account, click "Next." Note: If you are downloading multiple accounts, Quicken will require you to repeat this step for all accounts requested to be downloaded.
- Confirm that the information provided is correct and click "Finish."
- Click on the Investing tab to review your transactions.
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Quicken 2011
Download instructions - Log into "Quicken."
- From the menu bar at the top of your screen, select → "File" → "New Quicken File" → "New Quicken Account," click "OK."
- Select "Investing/Brokerage" as the Account Type, click "Next."
- Type the word Invesco in the "Enter the name of your brokerage" field, and select the appropriate firm.
- Enter your Invesco user name and password, click "Connect."
- Select "No" this is not a Single Mutual Fund Account, click "Next". Note: If you are downloading multiple accounts, Quicken will require you to repeat this step for all accounts requested to be downloaded.
- Confirm that the information provided is correct and click "Finish."
- Click on the flagged account(s), located at the upper left of the screen, to review your transactions.
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Available history
You can download your account history from January 1, 2012, to the present on certain accounts.
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Technical support
If you have a technical question about Quicken software, please refer to Quicken Help & Support.
If you have a question about your Invesco account, you may contact us.
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Financial transactions
At this time you are not able to process financial transactions using Quicken. However, you may be eligible to process transactions by logging in to your account.
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Obtaining additional information
If you have additional questions regarding Quicken, please visit the Quicken Web site.
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