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Invesco

Danielle Garcia Nosek avatar
Written by Danielle Garcia Nosek
Updated over 3 weeks ago

There are 2 formats of Invesco statements -- one is used as a Plan Summary and is not supported. Please only upload Invesco statements for individual accounts.

Extractions:

  • Beginning Balance

  • TX: Deposits

  • TX: Withdrawals

  • Gain/Loss

  • Ending Balance

The normal Transaction Detail guidelines will be followed and used for these statements

Table Name: Transaction Detail

Column Names: Date, Description, & Amount

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