Access recent statements

Access recent statements

Financial professionals

You can access your clients’ statements through DST Vision.

You can also use DST Vision to:

  • Get an overview of client accounts and transactions
  • Manage account information and reporting
  • Export data and customize your news feed

If the investment is held within a custodial account or a statement is not posted, contact your clearing firm for additional information.


Are your investments held through broker-controlled or NSCC positions? If so, you need to work with your financial professional or firm to access your account.

All others can access statements through the investor portal.

  1. Go to the Investor login (you can also find it under the “Resources” menu “Account access + FAQs” section).
  2. Log in and skip to step 4 if you already have a user ID/password. If you don’t, select “Need to establish User ID?”
  3. Fill in the blank fields and press the “Continue” button. You should now see your account information.
  4. Click “Quarterly Statements” at the top left corner to select a statement.

Need help? See our guide with visuals and instructions that walk you through each step.

You can also use the investor portal to:

  • Download tax forms
  • View account activity
  • Manage delivery options

Still have questions?

Contact our Client Relations team Monday–Friday, 9 AM to 6 PM ET, at 877-628-8575.

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