client account overview Invesco Client Account Access

Invesco Client Account Access is a mobile-friendly site that provides financial professionals with a single view into retirement and non-retirement accounts.
  • Access what you need quickly and easily with our updated navigation and design
  • View shareholder positions
  • Drill down into transaction history
  • Filter clients
  • Securely upload account applications and forms for processing
  • Transact on client accounts including purchasing, exchanging, or redeeming shares
  • Update client information
  • Download client statements and tax forms
Access portal View how-to videos

Frequently asked questions

To register, go to https://account-service.invesco.com/ and click the “Register Now” button. Once you do, you will be asked to provide your first name, last name, and email address and create a password. You will then receive an email asking you to confirm your email address. You must click on the "Confirm My Account" link provided in that email to complete the registration process. The link will take you to the login page where you will enter your email address and the password you created.

 

Yes, but it can’t be done online. To register only with split rep codes, please contact Client Services at 1 (800) 959-4246.

 

To find your Firm Issued, Individual or Representative ID number, contact your dealer home office.

 

Client account numbers are located on the first page of the client statements, above the Portfolio Summary section.

 

Invesco Client Account Access shows only your Invesco accounts, while DST Vision shows your entire book of business. It can also help you manage your Invesco book of business and service your clients more efficiently through its reporting, account management, and transactional capabilities. In addition, you will have a single view into your clients’ retirement and non-retirement holdings. Your Invesco Client Account Access login information has no impact on the DST Vision login email and password.

To reset your password, click on the “Forgot Your Password” link underneath the login button on https://account-service.invesco.com/. If you have five unsuccessful login attempts, your account will be locked. To unlock it, contact Client Services at 1 (800) 959-4246.

The most common reason for not being able to make purchases is that a financial professional is attempting to make purchases for qualified plans and employer-sponsored retirement accounts. These accounts require access to Retirement Plan Manager (RPM) for financial professionals who act in the capacity of a third-party administrator (TPA) or trustee to make contributions.

You cannot update the address of record to or from a foreign address through Client Account Access. To make these updates, please contact Client Services at 1 (800) 959-4246.

There is a potential delay of as much as 15 minutes before address changes are reflected in the system.

Navigate to the document upload page, select the request type, attach the document, and click the “Upload Form” button. You will receive a confirmation email with a reference number. You will also have the option to send a confirmation copy to another contact. Your confirmation will always start with DU, followed by a string of numbers (ex: DU0000000111).

 

Yes, after selecting a client, statements and tax forms are available under the "Statements & Documents" dropdown.