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. For help setting up a new account, please reference our overview.
  2. After logging in, click “Statements & History” and select “Statements & Tax Forms” from the drop down menu.
  3. Locate the statement you are looking for in the list and click the link.

You can also use the investor portal to:

  • Download tax forms
  • View account activity
  • Manage e-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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