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. Features include:
- View shareholder positions
- Drill down into transaction history
- Filter clients
- Securely upload account applications and forms for processing
- Transact on client accounts including purchase, exchange, or redeem shares
- Update client information
- Download client statements and tax forms
Frequently Asked Questions
To register, go to https://identity.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 to create a password. You will then receive an e-mail 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.
You cannot register using a client account that has zero balance.
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.
Client Account Services shows only Invesco client accounts, while DST Vision shows your entire book of business. Login to Client Account Services to access a wide range of features such as the ability to securely upload account applications and have a single view into your clients’ retirement and non-retirement holdings. Your Client Account Services login information has no impact on the DST Vision login email and password.
Reset my password
Manage my accounts
Client accounts that have a zero balance for over 90 days will not be shown on the Client Account Services website. If you are unable to see an account that does not have a zero balance, please contact Client Services at 1 (800) 959-4246.
You cannot update the address of record to or from a foreign address through Client Account Services Website. 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 Client Account Services.
To upload a document, log in to Client Account Services, click on Document Upload under the Forms & Upload dropdown or under Tools and Resources, then select the request type, attach the form and click the Upload Form button. You will receive a confirmation email with a reference number. (It 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.