Download to Quicken®

What you need

All downloads will be initiated from Quicken.

  • Quicken software (Quicken 2012 or later)
  • Internet access
  • Online access to My Account (Your user name and password are needed for online access.)

Quicken 2014

Download instructions

  1. Log into "Quicken."
  2. From the menu bar at the top of your screen, select → "File" → "New Quicken File" → "New Quicken Account," click "OK."
  3. Select "Investing/Brokerage" as the Account Type, click "Next."
  4. Type the word Invesco in the "Enter the name of your brokerage" field, and select the appropriate firm.
  5. Enter your Invesco user name and password, click "Connect."
  6. 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.
  7. Confirm that the information provided is correct and click "Finish."
  8. Click on the Investing tab to review your transactions.

Quicken 2013

Download instructions

  1. Log into "Quicken."
  2. From the menu bar at the top of your screen, select → "File" → "New Quicken File" → "New Quicken Account," click "OK."
  3. Select "Investing/Brokerage" as the Account Type, click "Next."
  4. Type the word Invesco in the "Enter the name of your brokerage" field, and select the appropriate firm.
  5. 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.
  7. Confirm that the information provided is correct and click "Finish."
  8. Click on the Investing tab to review your transactions.

Quicken 2012

Download instructions

  1. Log into "Quicken."
  2. From the menu bar at the top of your screen, select → "File" → "New Quicken File" → "New Quicken Account," click "OK."
  3. Select "Investing/Brokerage" as the Account Type, click "Next."
  4. Type the word Invesco in the "Enter the name of your brokerage" field, and select the appropriate firm.
  5. 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.
  7. Confirm that the information provided is correct and click "Finish."
  8. Click on the Investing tab to review your transactions.

Available history

You can download your account history from January 1, 2013, to the present on certain accounts.

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.

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.

Obtaining additional information

If you have additional questions regarding Quicken, please visit the Quicken Web site.