Invesco Collective Trust Fund Registration Eligibility
The Invesco Collective Trust Fund Institutional Advisor Login is available to financial consultants, broker/dealers, financial advisors, plan sponsors, retirement plan service providers, Invesco employees or other institutional financial intermediaries.
The Invesco Collective Trust Fund Institutional Advisor Login is not available to Plan Participants, individual investors or the general public.
If you meet these conditions, and would like to register for a login, Click the Register link located at the top of your browser.
The Invesco Collective Trust Fund Institutional Client Login is available to clients of Invesco Trust Company and their consultants and service providers who meet all the requirements listed below. If you meet these conditions, and would like to apply for a login to view daily account activity for your account(s) with Invesco Trust Company, Click the Register link located at the top of your browser. All requests are validated to confirm the requestor's authority to view information for the account(s) requested. This process usually takes between one and three business days, after which, you will be notified via email of your account activation and given instructions for logging in
- I am a financial consultant, broker/dealer, advisor, plan sponsor, retirement plan service provider or other financial intermediary and I am NOT an individual investor seeking account access to personal or individual investment accounts.
- The plan(s) I am requesting account access to have a fully executed participation agreement with Invesco Trust Company which invests in one or more Invesco Collective Trust Funds.
- I am EITHER:
- an authorized signer of the aforementioned Plan(s) as declared in the plan's participation agreement with Invesco Trust Company;
- I am authorized on behalf of an ERISA qualified retirement plan, or plans, to view plan level account information for these retirement plans. or,
- I can obtain written permission from an authorized signer of the Plan(s) granting me permission to view account information for the Plan(s) requested herein.
If you answered Yes to all of these requirements, than you are eligible for a login to Account Access for your accounts investing in the Invesco Collective Trust Funds. Click the Register link located at the top of your browser to complete the login registration request form and we will contact you within three business days with the activation of your login.