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Individual Investor & Retirement Plan Participant

Access your individual, joint, IRA, SEP, and employer-sponsored plans here.

Retirement Plan Manager

Retirement Plan Manager provides plan sponsors the tools they need to more effectively manage their retirement plans.

Invesco Contribution Manager

Invesco Contribution Manager (ICM) supplies tools for plan sponsors to efficiently manage retirement plans.

CollegeBound 529

Our CollegeBound 529 portal allows you to contribute, open, manage, and withdraw from your account.

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Access your closed-end fund accounts on computershare.com.

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Individual investors include: current investors; prospective investors, and plan administrators.

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Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts.

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Invesco is an independent investment management company built to help individual investors, financial professionals, and institutions achieve their financial goals. We offer a range of investment strategies across asset classes, investment styles, and geographies. Our asset management capabilities include mutual funds, ETFs, SMAs, model portfolios, indexing and insurance solutions, and more.

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  • View All Products

Capabilities

  • ETF Strategies
  • BulletShares
  • Commodities
  • QQQ Innovation Suite
  • Smart Beta
  • Municipal Capabilities
  • Real Estate
  • Global Liquidity
  • Investment Grade Capabilities
  • Retirement
  • CollegeBound 529
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  • Fixed Income

Insights

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  • ETF Education
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  • Investments
  • Podcast
  • Portfolio Playbook

Resources and Tools

  • Accounts Overview
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  • Fraud Prevention Resources
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  • CollegeBound 529 Access
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Not a Deposit  |  Not FDIC Insured  |  Not Guaranteed by the Bank  |  May Lose Value  |  Not Insured by any Federal Government Agency

This information is intended for US residents.

Invesco Distributors, Inc. is the US distributor for Invesco's Retail Products, Collective Trust Funds and CollegeBound 529.

Institutional Separate Accounts and Separately Managed Accounts are offered by affiliated investment advisers, which provide investment advisory services and do not sell securities. These firms, like Invesco Distributors, Inc., are indirect, wholly owned subsidiaries of Invesco Ltd.

The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial advisor/financial consultant before making any investment decisions.

Download the CollegeBound 529 privacy policy.

Please Note: Before investing in any 529 plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available through investment in the home state's 529 plan. You also should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 plan(s), or any other 529 plan, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Invesco Distributors, Inc. is the distributor of CollegeBound 529.

An investment in the Portfolios is subject to risks including: investment risks of the Portfolios which are described in the Program Description; the risk (a) of losing money over short or even long periods; (b) of changes to CollegeBound 529, including changes in fees; (c) of federal or state tax law changes; and (d) that contributions to CollegeBound 529 may adversely affect the eligibility of the Beneficiary or the Account Owner for financial aid or other benefits. For a detailed description of the risks associated with CollegeBound 529, and the risks associated with the Portfolios and the Underlying Funds, please refer to the Program Description.

CollegeBound 529 is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment Commission. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations of CollegeBound 529 including recordkeeping and administrative services. Invesco Advisors, Inc. serves as the Investment Manager. Invesco Distributors, Inc. markets and distributes CollegeBound 529.

CollegeBound 529 portfolios invest in: exchange-traded funds, mutual funds and separate accounts. Units of the portfolios are municipal securities, and the value of the units will vary with market conditions. Investments are not guaranteed or insured by the State of Rhode Island, the Rhode Island Office of the General Treasurer, the Rhode Island State Investment Commission.

Upromise is an optional service offered by Upromise, Inc., is separate from the CollegeBound 529, and is not affiliated with Ascensus College Savings Recordkeeping Services, LLC, Invesco, or the State of Rhode Island. Terms and conditions apply to the Upromise service. Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice. Transfers from Upromise to a CollegeBound 529 account are subject to a $25 minimum. Upromise and the Upromise logo are registered service marks of Upromise, Inc.

Ugift is a registered service mark of Ascensus Broker Dealer Services, Inc.
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