In addition to the many features available to all audiences through this web site, our institutional clients and their consultants who log on to the Institutional Advisor Site or the Institutional Client Site on invesconationaltrust.com also gain access to the wide variety of additional resources shown here:
What's the difference between the Institutional Advisor Site and the Institutional Client Site
The main difference is that the Institutional Client Site includes Account Access for daily Plan level account reporting and the Institutional Advisor Site does not.
When you register for a login, you are asked if you have one or more accounts with Invesco National Trust Company that you need access to through this login. If you do nothing and leave the Yes/No field defaulted No, then click Next, you will be enrolled in the Institutional Advisor Site.
However, if you answer Yes to that question, then you are enrolled in the Institutional Client Site.
Both types of institutional audiences have access to all content available on the public web site. Both audiences share the majority of the resources listed above. The only exceptions are that materials unique to an account-holder are reserved for the Institutional Client Site.
Who is eligible for each
Institutional Advisor Site
The Institutional Advisor Site is available to financial consultants, broker/dealers, financial advisors, plan sponsors, retirement plan service providers, Custodians, Invesco employees or other financial intermediaries.
The Institutional Advisor Site is not available to Plan Participants, individual investors or the general public.
Institutional Client Site
The Institutional Client Site is is available to Plan level investors in the Institutional Retirement Trust's Invesco Collective Trust Funds and the financial service providers to those Plans.