Remote-access Guide

remote access invesco

by Buford Ullrich Published 2 years ago Updated 1 year ago
image

What is Invesco client account access?

Invesco Client Account Access is a mobile-friendly site that provides financial professionals with a single view into retirement and non-retirement accounts. Invesco Client Account Access provides financial professionals with a single view into retirement and non-retirement accounts. Users can:

How can I access my Invesco closed-end fund accounts?

If you hold your closed-end fund shares in your own name, not through a brokerage firm, you can access your accounts directly. Computershare, our closed-end fund transfer agency, provides secure access to your Invesco Closed-end Fund accounts.

Where is Invesco registered in the UK?

Issued by Invesco Asset Management Limited and Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority. Invesco Real Estate Management S.a.r.l., President Building, 37A Avenue JF Kennedy 37A, L - 1855 Luxembourg.

What is the difference between Invesco client account access and DST vision?

Invesco Client Account Access shows only your Invesco accounts, while DST Vision shows your entire book of business. It can also help you manage your Invesco book of business and service your clients more efficiently through its reporting, account management, and transactional capabilities.

image

How do I register for Client Account Access?

To register, go to https://account-service.invesco.com/ and click the “Register Now” button. Once you do, you will be asked to provide your first name, last name, and email address and create a password. You will then receive an email asking you to confirm your email address. You must click on the "Confirm My Account" link provided in that email to complete the registration process. The link will take you to the login page where you will enter your email address and the password you created.

Where do I find my clients’ account numbers?

Client account numbers are located on the first page of the client statements, above the Portfolio Summary section.

Why can I not see address changes I made in Client Account Services?

There is a potential delay of as much as 15 minutes before address changes are reflected in the system.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9