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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.

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

For more information about CollegeBound 529, contact your financial professional, call 877-615-4116, or visit collegebound529.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program.

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 (ACSR), the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations of CollegeBound 529 including recordkeeping and administrative services. ACRS is a registered transfer agent and is a direct, wholly owned subsidiary of Ascensus College Savings, Inc., and an indirect, wholly owned subsidiary of Ascensus, Inc. Invesco Advisors, Inc. is an investment advisor and serves as the Investment Manager. Invesco Distributors, Inc. markets and distributes CollegeBound 529. Each entity is a wholly owned, indirect subsidiary of Invesco Ltd.

CollegeBound 529 portfolios invest in: exchange-traded funds, mutual funds and separate accounts. Units of the portfolios are municipal fund 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, or the Rhode Island State Investment Commission.

None of the State of Rhode Island, its agencies, Invesco Distributors, Inc., ACSR, nor any of their applicable affiliates provide legal, tax or investment advice. This information is provided for general educational purposes only and is not to be considered legal, tax or investment advice.

Investors should consult with their legal or tax advisors for personalized assistance, including information regarding any specific state law requirements.

Download the CollegeBound 529 privacy policy.

This information is intended for US residents.
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