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Account Access



Create User Name and Password

To access your account, you will need to Register. The following is required in order to register:

  • Social Security Number or Tax Identification Number

  • Account Number and/or Date of Birth

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Forgot User Name

If you have forgotten your user name, you can retrieve it by accessing Forgot User Name. The following information will be needed to retrieve your user name:

  • Social Security Number or Tax Identification Number

  • Account Number and/or Date of Birth

  • Password

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Change User Name

You may change your user name. The following information is required to change your user name:

  • Current User Name

  • Password

Note: Quicken and Microsoft Money users please remember to update your login information with your new user name to avoid an interruption in downloading your account. Visit our Download Tools section of our Service Center for instructions on how to update your login information within the software.

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Disabled Password

For your protection passwords are disabled after three unsuccessful login attempts. To reset your disabled password you will need to contact a client services representative at 800.959.4246. Once we have reset your password you can create a new one by accessing Disabled Password. The following information is required to create a new password:

  • User Name

  • Account Number and/or Date of Birth

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Change Password

You may change your password. The following information is required to change your password:

  • User Name

  • Current Password

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Forgot Password

If you have forgotten your password, you may reset your password. The following information is required to reset your password:

  • User Name

  • Reset Password Answer

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Account Access Problems

You should be able to register and log in unless:

  • You have a dealer-controlled account. If you don't receive a statement from Invesco Aim then you won't have access.

  • You are a shareholder without a Social Security Number. Only accounts with registered U.S. Social Security numbers or Tax Identification numbers are accessible via our web site.

If your account is not accessible online or you are having problems logging in and you would like account information, please contact us.

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What You Can Do Online

Functionality depends on your account type. Below is a general guide for which online options will be available to you.

All Accounts

Functionality Availability
Daily account balance
Quarterly account balance
Transaction history
Address change
Statements and tax forms
Available for all account types.

Joint, Individual, IRA, Roth IRA, SEP, Coverdell ESA and most other account types

Functionality Availability
Daily account balance
Quarterly account balance
Transaction history
Add/Remove accounts
Address change
Statements and tax forms
Available for all account types.
Consolidated statements
Dealer information
Distribution options
eDelivery
Exchange
Systematic exchange
Available for most accounts.
Purchase
Systematic purchase
Available for accounts with ACH bank information.
Redeem
Systematic redemption add
Available for non-retirement accounts with ACH bank information.
Systematic exchange update
Systematic purchase update
Systematic redemption update
Available for accounts with established Systematic Exchange, Purchase or Redemption Plans.
Prior year summary
YTD summary
Tax forms
Available for accounts with tax information.
Beneficiary information Available for accounts with a designated beneficiary.
Cost basis Available for accounts with cost basis information.
Cancel pending trades Available if there is a pending trade on the fund/account that was placed via the internet.
Order checkbooks Available for the AIM Tax-Exempt Cash Fund and AIM Cash Reserve Shares in non-retirement accounts.
Transfer/Rollover status Available for all retirement accounts with INTC as custodian that have an outstanding transfer of assets or rollover request.

529 Plans

Functionality Availability
Daily account balance
Quarterly account balance
Transaction history
Add/Remove accounts
Address change
Statements and tax forms
Available for all account types.
Purchase
Systematic purchase add/update
Available for accounts with ACH bank information.
Purchase
Systematic purchase add/update
Available for accounts with ACH bank information.
Cancel pending trades Available if there is a pending trade on the fund/account that was placed via the internet.
Prior year summary
YTD Summary
Available for accounts with tax information.
Cost basis Available for accounts with cost basis information.
Dealer information Available for accounts with dealer information.

Employer Sponsored Plans

Functionality Availability
Daily account balance
Transaction history
Future allocations
Reallocations
Exchanges
Distributions
Loans
Change contribution rates
Available for plan participants based on each company's plan document.

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Security

Our web site, invescoaim.com, uses the latest web server technology, which provides data encryption and authentication features. Online communications between you and Invesco Aim are protected by a Secure Sockets Layer. This feature will let you know when the page you are viewing is secure.

Of course, no security system is completely foolproof, and no site can guarantee that it is impervious to security breaches. Be assured, however, that Invesco Aim takes security issues very seriously, and we strive to use the most up-to-date security measures possible.

For more information regarding online security, please visit our Web Security and Privacy FAQ.

For further information about online account access, please contact us.

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Blocking Account Access

You may request to block access to your account information by contacting us or using our secure Block Account Access Form.

Please note that if your information is blocked, it cannot be accessed by anyone, including you. To reinstate access, a signature guaranteed letter signed by all account owners is required.

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Browser Requirements

For online transactions and statements you must have a browser that supports Secure Sockets Layer (SSL) 4.0. SSL 4.0 is supported by Netscape Navigator 4.0 or higher, Microsoft Internet Explorer 4.0 or higher and AOL 4.0 or higher.

If you do not have a compatible browser, you can download the latest versions of either Netscape or Internet Explorer. Both sites provide detailed instructions for downloading and installing their products. If you have any questions, please contact either Netscape or Microsoft.

To view statements you will need Adobe Acrobat. Download a free copy.

You will also need a 128-bit encrypted browser to access your account. Please take a minute to check your browser. If you get "The page cannot be displayed" error then you will need to download the latest version of Netscape or Internet Explorer.

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Prospectuses | Help | Site Map | Terms of Use | Privacy | Proxy Policy | Legal Information | Business Continuity Plan

Invesco AimSM is a service mark of Invesco Aim Management Group, Inc. Invesco Aim Advisors, Inc., Invesco Aim Capital Management, Inc., Invesco Aim Private Asset Management, Inc. and Invesco PowerShares Capital Management LLC are the investment advisors for the products and services represented by Invesco Aim; they each provide investment advisory services to individual and institutional clients and do not sell securities. Please refer to each fund’s prospectus for information on the fund’s subadvisors. Invesco Aim Distributors, Inc. is the U.S. distributor for the retail mutual funds, exchange-traded funds and institutional money market funds and the subdistributor for the STIC Global Funds represented by Invesco Aim. All entities are indirect, wholly owned subsidiaries of Invesco Ltd.

Invesco Aim Investment Services, Inc. 03/2008

© 2009 Invesco Aim Management Group, Inc. All rights reserved.