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The invesconationaltrust.com Institutional Advisor site is available to financial consultants, broker/dealers, financial advisors, plan sponsors, retirement plan service providers, Invesco employees or other institutional financial intermediaries. The Institutional Advisor site is not available to Plan Participants, individual investors or the general public. If you meet these conditions, and would like to apply for a login, click the Next button below.
The invesconationaltrust.com Institutional Client site is available to clients who meet all the requirements listed below. If you meet these conditions, and would like to apply for a login to view daily account activity for your account(s) with Invesco National Trust Company, click the Next button below . All requests are validated to confirm the requestor's authority to view information for the account(s) requested. This process usually takes between one and three business days, after which, you will be notified via email of your account activation and given instructions for logging in.
- I am a financial consultant, broker/dealer, advisor, plan sponsor, retirement plan service provider or other financial intermediary and I am NOT an individual investor seeking account access to personal or individual investment accounts.
- I am authorized on behalf of an ERISA qualified retirement plan, or plans, to view plan level account information for these retirement plans.
- The plan(s) I am requesting account access to have a fully executed participation agreement with Invesco National Trust Company which invests in one or more Invesco Collective Trust Funds.
- I am an authorized signer of the aforementioned Plan(s) as declared in the plan's participation agreement with Invesco National Trust Company; or, I can obtain written permission from an authorized signer of the Plan(s) granting me permission to view the account information for the Plan(s) offered by this login.
If you answered Yes to all of these requirements, than you are eligible for a login to the Institutional Client site. Click the Next button below to complete the login request form and we will contact you within three business days with the activation of your login.