Invesco Trust Company Registration

Please note, if you are an individual investor looking to access your individual, joint, IRA, SEP, or employer-sponsored plans, click here.

The Invesco Trust Company (“ITC”) Institutional Account Access Portal is available to clients (“Authorized Users”) who meet all the requirements listed below.

  1. I am a financial consultant, broker/dealer, advisor, plan sponsor, record keeper, retirement plan service provider, or other financial intermediary, and I am NOT an individual investor seeking account access to personal or individual investment accounts.

  2. The Plan(s) I am requesting access to have a fully executed participation agreement with ITC which invests in one or more Invesco Collective Investment Trusts.

  3. AND

  4. I am either:

    • An authorized signer of the Plan(s) as declared in the plan's participation agreement with ITC.

    • OR

    • Authorized on behalf of an ERISA qualified retirement plan, or plans, to view plan level account information for these retirement plans. 

    • OR

    • I have obtained written permission from an authorized signer of the Plan(s) granting me permission to view account information for the Plan(s) requested herein.

Identification User Name & Password Accounts Verification Verification

Invesco Trust Company Terms & Conditions for Authorized Users

The Authorized User has read and understands this Consent to Electronic Delivery of Documents (“Consent”) and hereby consents to the electronic delivery of all or a portion of the documents (and/or types of documents) that Invesco Trust Company and its affiliates (collectively, “Invesco Trust Company” or “ITC”) may deliver to the Authorized User, in accordance with the terms and conditions set forth below.

To be sent certain documents electronically, the Authorized User must review this Consent, and accept it by checking the box below to consent to electronic delivery of documents pertaining to all its ITC accounts with respect to which electronic delivery is an option.  By checking the box below, the Authorized User specifically (i) acknowledges, as part of its acceptance of the terms of this Consent, that certain of the documents to be delivered electronically will contain information regarding non-public financial matters; and (ii) consent to the delivery of such financial information by the electronic means specified in this Consent.   If an Authorized User does not elect to receive electronic delivery, you will continue to be sent documents via U.S. mail. 

This Consent is effective until:

  • Further notice by ITC
  • Revocation by you, or
  • Revocation by ITC as a result of non-delivery of email to the address of record for your accounts or inactivity.

An Authorized User may verify, change, or revoke your preferences by logging in to www.invescotrustcompany.com and clicking the Account Maintenance link or by emailing us at ATLITCBusinessOperations@invesco.com.

By virtue of this Consent, the types of documents that ITC may deliver electronically include but are not limited to:

  • Account statements, trade confirmations, and tax forms, if applicable.
  • Fund Documents, including updates to the Declaration of Trust, Offering Memorandum, Fund Description and/or Fund Supplement.
  • Regulatory Disclosure Documents, including the 408b2 disclosure template, Form 5500 Schedule C template, Form ADV Parts 2A and 2B, privacy notices and other notices, as applicable.
  • Annual Audited Financial Reports for the funds.
  • Notice of changes to our account terms, products, or services.
  • Any other disclosure, confirmation, notice, report, information or document relating to your investment(s) that is either required by law or deemed appropriate for electronic delivery by ITC or its affiliates.

In addition, the Authorized User hereby acknowledges, consents and agrees to the following:

  1. The documents to be delivered electronically will be communicated via an e-mail notification, advising as to the website that the Authorized User may go to in order to obtain certain documents, and the Authorized User confirms it will do so. The Authorized User further represents that if it is unable to retrieve a document in such manner, the Authorized User shall be under an obligation to immediately notify ITC.  Alternatively, ITC may send documents that do not contain sensitive information via e-mail.
  2. The Authorized User understands that access to the internet is required in order to retrieve the documents that will be electronically delivered, and the Authorized User hereby confirms that it has such access.  To access most documents, the Authorized User will need to have a PDF document reader available on their device.
  3. The Authorized User understands that the internet is not a secure network and that communications transmitted over the internet may be accessed by unauthorized or unintended third parties.  Email notifications sent by ITC will not contain sensitive or confidential information.
  4. The Authorized User may at any time request and receive at no charge, a paper copy of any document delivered electronically.
  5. The Authorized User may revoke or alter its consent and/or instructions hereunder, including any change in the e-mail address provided, at any time by notifying ITC in the manner described above.  The Authorized User understands that it may take up to five (5) days to process a revocation of consent to electronic delivery, and that it may continue to receive documents by electronic delivery in the interim.
  6. The Authorized User understands that it is in no way obligated to consent to electronic delivery.
  7. This Consent shall apply to all of the Authorized User’s accounts maintained with ITC and shall take effect as of the date of initial log in to the Account Access site.
  8. The Authorized User understands and agrees that the terms and conditions in this Consent shall apply to any document, notice, receipt, statement or other item that ITC is required by law to deliver to the Authorized User.
  9. The Authorized User agrees to maintain valid e-mail address and to maintain access to the internet.  If any e-mail address changes, it will immediately notify ITC of the new email address.

 

Invesco Trust Company Terms & Conditions for Advisors

The Invesco Trust Company Account Access site is limited to users who have or service accounts with Invesco Trust Company.

Cancel
Identification User Name & Password Accounts Verification Verification

* Required field.

Personal Information

A match could not be found based on the information you entered. To continue the registration process, complete the form below. Please note that the login information you create will grant you temporary access until your information can be verified.

Required
Required
Required
Please enter a valid email address.
Required
The email addresses you entered do not match. Please update your email address
Required
Required
Required
The phone number you entered is invalid. Please enter your 10 digit phone number.
Required

Login Information

Required
This user name is unavailable. Please select another user name.
User name can not contain: <> [ ] ( ) ! # $ % ^ & * + ' " ` ~ ? , ; : .
User name input value should be more than 6 characters long.
Required
Please enter a valid new password. Your password must be at least 8 characters in length and must contain at least 1 alphabetic, 1 numeric, 1 uppercase and 1 special character. New passwords can include the following special characters: =, ", ',*, +, ), %, you can repeat a character a maximum of 3 times.
Required
The passwords you entered do not match. Please re-enter your password
Required
Required
Cancel
Identification User Name & Password Accounts Verification

* Required field.

Account Information

Please list the account number(s) and name(s) you would like online access to.

Required
Account Name*
Required
Account Number*
Required
Cancel
Identification User Name & Password Accounts Verification Verification

Verify Your Information

{{registration.accountAffiliation}}
{{account.name}}
{{account.number}}

{{registration.firstName}} {{registration.lastName}}
{{registration.title}}
{{registration.intermediaryType}}
{{registration.brokerDealerName}}

{{registration.emailAddress}}
{{registration.dayPhone}}

{{registration.logon}}
*********
{{registration.passwordQuestion}}
*********
Cancel