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.
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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.
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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.
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I am either:
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An authorized signer of the Plan(s) as declared in the plan's participation agreement with ITC.
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Authorized on behalf of an ERISA qualified retirement plan, or plans, to view plan level account information for these retirement plans.
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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.
OR
OR
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AND