Invesco | Product Detail

Invesco Distributors, Inc.

Contact Us

Login

Individual Investor & Retirement Plan Participant

Individual Investor & Retirement Plan Participant

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

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

Invesco Contribution Manager (ICM) supplies tools for plan sponsors to efficiently manage retirement plans.
CollegeBound 529

CollegeBound 529

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

Closed-end

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

Select your role

Individual Investor

Individual Investor

Individual investors include, current investors; prospective investors, and plan administrators.
Visit Site
Financial Professional

Financial Professional

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

Institutional

Institutional includes defined contribution and defined benefit plans (corporate, public, Taft-Hartley), foundations and endowments, insurers, corporate cash managers, consultants, and trust administrators/custodians. This portion of the Invesco website is specifically prepared for institutional investors in the US.
The content and investment strategies discussed may not be suitable for and/or available to all investors. By checking the box and clicking continue, I confirm that I am an US Institutional Investor. Visit Site

Invesco

All Products
All Products
- Vehicles
- ETFs
- Mutual Funds
- Money Market & Liquidity Funds
- Unit Trusts
- Variable Insurance
- Closed-End Funds
- College Savings
- View All
ETFs & ETPs
ETFs & ETPs
- By Investing Goal
- Capture growth potential
- Seek income
- Seek portfolio diversification
- Navigate market volatility
- Harness emerging technologies
- View All
- By Category
- QQQ Innovation Suite
- Smart Beta
- Fixed Income
- Commodities
- Digital Assets
- BulletShares
- View All
Investment Capabilities
Investment Capabilities
- Asset Class
- Equities
- Fixed Income
- Alternatives
- Retirement & College Savings
- CollegeBound 529
- Retirement
Resources & Tools
Resources & Tools
- Account & Forms
- Accounts Overview
- Tax Center
- Forms
- Resources
- Financial Literacy
- 529 Education
- Tools
- Bond Ladder
- RMD Calculator
Insights
Insights
- Insights
- Featured Insights
- ETF Insights
- ETF Education
- Portfolio Playbook
- Markets and Economy
- Investments
- Greater Possibilities Podcast

Contact Us

Invesco Distributors, Inc.

Login

Individual Investor & Retirement Plan Participant

Individual Investor & Retirement Plan Participant
Retirement Plan Manager

Retirement Plan Manager
Invesco Contribution Manager

Invesco Contribution Manager
CollegeBound 529

CollegeBound 529
Closed-end

Closed-end

Select your role

Individual Investor

Individual Investor

Individual investors include, current investors; prospective investors, and plan administrators.
Visit Site
Financial Professional

Financial Professional

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

Institutional

Institutional includes defined contribution and defined benefit plans (corporate, public, Taft-Hartley), foundations and endowments, insurers, corporate cash managers, consultants, and trust administrators/custodians. This portion of the Invesco website is specifically prepared for institutional investors in the US.
The content and investment strategies discussed may not be suitable for and/or available to all investors. By checking the box and clicking continue, I confirm that I am an US Institutional Investor. Visit Site

Individual Investor

Home > Financial Products > CollegeBound 529 > Product Detail

Quick links

CollegeBound 529 site
Performance
Account access
Account access

Company Information

Corporate Home
About Us - Who We Are
Forms
Investor Relations

News Room

Press Releases
Product News

Terms of Use
Privacy
Cookie notice
Accessibility
Legal and Compliance
Prospectus
Program Description
Money Market Holdings
FINRA BrokerCheck
Manage Cookies

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. Invesco Capital Management LLC is the investment adviser for Invesco’s ETFs. Invesco Unit Investment Trusts are distributed by the sponsor, Invesco Capital Markets, Inc. and broker dealers including Invesco Distributors, Inc. All entities are indirect, wholly owned subsidiaries of Invesco Ltd.

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 professional/financial consultant before making any investment decisions.

ETF Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Funds and tender those Shares for redemption to the Funds in Creation Unit aggregations only, typically consisting of 10,000, 50,000, 80,000, 100,000 or 150,000 Shares.

Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government Agency

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.

©2025 Invesco Ltd. All rights reserved.

Stay Connected

You are now leaving invesco.com. Invesco does not guarantee any claims or assume any responsibility for any of the content.

Continue

North America

United States
Canada (English)
Canada (Francais)

United Kingdom

United Kingdom
Isle of Man
Jersey
Guernsey

Asia-Pacific

Australia
China
Hong Kong
Japan
Taiwan

Europe

Europe

Middle East

Dubai

United States ^ Collapse

Invesco US
Invesco Mortgage Capital Inc.

Canada (English) ^ Collapse

Individual Investors

Investor Site

Financial Intermediaries

Advisor Site

Institutional Investors

Institutional Site

Canada (Francais) ^ Collapse

Investisseurs

Investisseurs

Intermédiaries Financiers

Conseillers