Welcome - Please Make a Selection

The website provides a fast, efficient way to keep track of your investments. You can access your account 24 hours a day, seven days a week once you have registered.

		Account Types
Transaction Type/ Description	Restrictions	Non-retirement1	Retirement2	Education3	Employer Sponsored4
Daily Account Balance		X	X	X	X
Address Change		X	X	X	X
Beneficiary Information	Available for accounts with a designated beneficiary	X	X	X
Block Internet Access		X	X	X	X
Checkbook Reorder	Available for accounts that have an established check writing privilege	X
Consolidate Accounts for Mailings		X	X	X	X
Cost Basis	Available for accounts with cost basis information	X	X	X	X
Create/Reset/Change Pin		X	X	X	X
Dealer Information		X	X	X
Dividend/Capital Gain Options Update		X	X	X
Download to Excel/Money/ Quicken		X	X	X	X
eDelivery	Fund prospectuses and reports	X	X	X	X
Exchange	Available for most account types	X	X	X	X
Investment Detail & History		X	X	X	X
Online Statements/Tax Forms		X	X	X	X
Order Duplicate Statements & Tax Forms		X	X	X	X
Pending Trades (View and Cancel)		X	X	X	X
Prior Year Tax Information	Available if there is pending trade on the fund/account that was placed via the internet	X	X	X	X
Purchase to Existing Fund	Available for accounts with tax forms	X	X	X
Purchase to New Fund		X	X	X
Quarterly Account Balance		X	X	X	X
Redeem	Consolidated account views	X
Systematic Exchange Add	Available for non-retirement accounts with ACH bank information	X
Systematic Exchange Update	Available for most accounts	X
Systematic Purchase Add	Available for accounts that already have this option	X	X	X
Systematic Purchase Update	Available for non-retirement accounts with ACH bank information	X	X	X
Systematic Withdrawal Add	Available for accounts that already have this option	X
Systematic Withdrawal Update	Available for non-retirement accounts with ACH bank information	X
Transaction History	Available for accounts that already have this option	X	X	X	X
Transfer / Rollover Status		X	X	X	X
YTD Tax Summary Information		X	X	X	X

1 Non retirement: Individual, Joint and most other non-retirement accounts. 2 Retirement: Traditional IRA, Roth IRA, and SEP IRA accounts. 3 Education: Coverdell Education Savings and 529 Plan accounts. 4 Employer Sponsored: SIMPLE IRA, 401(k), 403(b), Money Purchase Plan, Profit Sharing Plan, Solo 401(k).

• Internet

  You may purchase shares by logging in to your account and choosing the appropriate account and fund and then selecting "Purchase" from the left navigation. Note: To request purchases via the Internet, your account must have current Automated Clearing House (ACH) bank instructions on file.

  If you don't have bank instructions on file, you can complete a Systematic Options and Bank Account Information Form.

  Please call Invesco at 1-800-847-2424 for specific instructions on how to add the telephone purchase option to your account.

• Telephone

  You may purchase shares by calling Invesco at 1-800-847-2424. Your account must have current Automated Clearing House (ACH) bank instructions on file to request purchases via the phone.

• Mail

  You may write a check payable to the investment in which you wish to purchase. Please reference your account number in the memo portion.

  Mail to:
  Invesco Investment Services, Inc.
  P.O. Box 219319
  Kansas City, MO 64121-9319

Under such a plan, a draft is drawn from your checking account on a predetermined day.

The plan can be setup with:
- one draft per month
- two drafts per month on any two days,
- or an end of the month draft

This set amount is invested in the investment(s) you designate. You may establish a Systematic Purchase Plan on your account in one of the following ways:

1. Logging into your account. Select the appropriate account and fund then select "Systematic Purchase Add" from the left navigation. You must have
    current Automated Clearing House (ACH) bank instructions on file.
2. Calling Invesco at 1-800-847-2424 to establish over the phone.
3. Completing the Systematic Options and Bank Account Information Form.

To arrange for a bank wire, you or your financial advisor should call Invesco at 1-800-847-2424 prior to wiring money to obtain a reference number. You may then have your bank transfer the funds to:

JP Morgan Chase Bank
Houston, Texas
ABA# 021000021
Acct. # 00100366807
Account Name: Incoming/Outgoing Wire Acct.
Investment Name and Reference Number
Shareholder Name
Shareholder Account Number

Investments received prior to 4:00 p.m. Eastern Time will be invested at the closing price on the date received. Investments received after 4:00 p.m. E.T. will receive the next business day's closing price.

• Internet

  You may redeem shares by logging in to your account and choosing the appropriate account and fund and then selecting "Redeem" from the left navigation. Please note that not all accounts are eligible for this privilege.

• Telephone

  You may redeem up to $250,000 worth of your shares by telephone to the address of record or bank of record provided you have previously elected this privilege. To redeem shares by phone, please call Invesco at 1-800-847-2424.

  If you wish to add this feature to your account, send a letter of instruction with a signature guarantee.Please note that not all accounts are eligible for this privilege.

• Mail

  You can write to Invesco to redeem part or all of your shares. Certain redemptions will require that you obtain a signature guarantee.

  For specific requirements, contact your financial advisor or call Invesco at 1-800-847-2424.

  Mail to:
  Invesco Investment Services, Inc.
  P.O. Box 219319
  Kansas City, MO 64121-9319

You can automatically withdraw a set amount (minimum $50 per Investment) monthly, quarterly, or annually from each investment in which you have a balance of at least $5,000. You may establish a Systematic Redemption Plan on your account in one of the following ways:

1. Logging into your account. Select the appropriate account and fund then select "Systematic Redemption Add" from the left navigation. You must have
    current Automated Clearing House (ACH) bank instructions on file.
2. Calling Invesco at 1-800-847-2424 to setup over the phone if the proceeds are going to the address of record.
3. Completing the Systematic Options and Bank Account Information Form.

Check writing privileges are available on several of the Invesco money market funds.

Obtain a Check Writing Authorization Form to establish this privilege. This form must be completed and signed by all registered owners before checks can be issued. Please note if the form is not accompanied by your new account application, all signatures on the card must be signature guaranteed.

• Internet

  You may exchange shares by logging in to your account and choosing the appropriate account and fund and then selecting "Exchange" from the left navigation. Note: This option is not available for all account types.

• Telephone

  You may call and exchange shares by calling Invesco at 1-800-847-2424. If you wish to add this feature to your account, send a letter of instruction with a signature guarantee.

• Mail

  You may write to Invesco to exchange shares:

  Mail to:
  Invesco Investment Services, Inc.
  P.O. Box 219319
  Kansas City, MO 64121-9319

  For specific requirements to request an exchange by mail, contact your financial advisor or call Invesco at 1-800-847-2424. By obtaining detailed instructions, you can avoid delays in completing your exchange.

• Internet

  You may cancel pending trades online if the trade was initiated online by logging in to your account.

  To cancel pending trades, select the "Pending Trades" link from the appropriate fund/account investment detail and history page. The "Pending Trades" link only appears if there is a pending trade.

• Change Current Allocations

  You may realign your current account balances on a percentage basis by investment by logging in to your account and selecting "Reallocations" from the left navigation. Please note that this functionality is only available for plan participants of employer sponsored plans.

• Change Future Allocations

  You may change how future contributions to your account are invested by by logging in to your account and selecting "Future Allocations" from the left navigation. Please note that this functionality is only available for plan participants of employer sponsored plans.

You may update your address online by logging in to your account and selecting the "Service Center" tab. Please note that any redemption requested to the new address within 30 days of an address change will require a written signature guaranteed request.

Please call Invesco at 1-800-847-2424 for specific instructions on how to update the name or ownership of your account. The requirements differ for each type of account.

To add a plan or change the amount or date of the plan, please log in to your account, select the appropriate account and fund, and then select the "Systematic Exchange Update" from the left navigation.

You may also call Invesco at 1-800-847-2424 or mail instructions to:

Mail to:
Invesco Investment Services, Inc.
P.O. Box 219319
Kansas City, MO 64121-9319

To add a plan or change the amount or date of the plan, please log in to your account, select the appropriate account and fund, and then select "Systematic Purchase Update" from the left navigation.

You may also call Invesco at 1-800-847-2424 or mail instructions to:

Mail to:
Invesco Investment Services, Inc.
P.O. Box 219319
Kansas City, MO 64121-9319

Please notify IAIS of any changes to this agreement 5 business days prior to the due date of any deposit. To update the bank instructions of your plan, please complete a Systematic Options and Bank Account Information Form and attach a voided check.

You can automatically withdraw a set amount monthly, quarterly, or annually from each investment in which you have a balance of at least $5,000. To change the amount or date of the plan, please log in to your account, select the appropriate account and fund, and then select "Systematic Redemption Update" from the left navigation. You may establish a Systematic Redemption Plan on your account in one of the following ways:

1. Logging into your account. You must have current Automated Clearing House (ACH) bank instructions on file.
2. Calling Invesco at 1-800-847-2424 to setup over the phone if the proceeds are going to the address of record.
3. Completing the Systematic Options and Bank Account Information Form.

You may establish a percentage allocation across a range of funds by completing the Asset Reallocation Program Form.

The funds you select will automatically rebalance to their pre-designated percentages on or near the 28th day of the month in the period you select (quarterly, semiannually or annually).

To establish asset allocation you must own more than one fund. Asset allocation must occur within one account and within the same class of shares. The total account balance must be at least $5,000 with a minimum of $500 in each fund.

Asset allocation will not be established if your account currently has a Systematic Exchange or Redemption Plan established.

Invesco does not allow beneficiary designations on non-retirement individual or joint accounts; however, you can establish a Transfer on Death (TOD) account.

A TOD account allows you to indicate a beneficiary. Please note that not all states allow TOD registrations. If you are unsure please contact your financial advisor or tax advisor.

To establish a TOD account or change your existing non-retirement individual or joint account to a TOD account, please contact your financial advisor or call Invesco at 1-800-847-2424 for detailed instructions.

To change the beneficiary on your IRA or 403(b) account, complete the Change of Beneficiary Designation [IRA or 403(b)] Form.

The form must be signed by the account owner and mailed to:

Invesco Investment Services, Inc.
P.O. Box 219319
Kansas City, MO 64121-9319

Check writing privileges are available on several of the Invesco money market funds.

Obtain a Check Writing Authorization Form to establish this privilege. This form must be completed and signed by all registered owners before checks can be issued. Please note if the form is not accompanied by your new account application, all signatures on the card must be signature guaranteed.

To change your dividend and capital gain options, please log in to your account and select the appropriate account and fund, and then select "Distribution Options" from the left navigation bar.

You may also call Invesco at 1-800-847-2424 or mail instructions to:

Invesco Investment Services, Inc.
P.O. Box 219319
Kansas City, MO 64121-9319

You may sign up to receive quarterly statements, tax forms, annual reports, semiannual reports, prospectuses, and news and updates via email.

To register for eDelivery or to update your consent options and email address, please log in to your account, select the "Service Center" tab, then click on "Register for eDelivery."

You may view other accounts online. This is for online viewing only and it will not appear on your statements.

To add an account please log in to your account, click on the "Add/Remove an Account" button. Provide the login information and select the "Add an Account" button. Please not that you are not able to add employer sponsored plans using this feature at this time.

You may view your outstanding loan balance by logging in to your account and selecting "Loans" from the left navigation. Please note that this functionality is only available for plan participants of certain employer sponsored plans and functionality is based on each employer's plan document.