Tax year 2024 IRS mailing dates

Financial advisors

Access client tax forms through DST Vision.

DST Vision can also be used to:

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

If an investment is managed through a custodial account or a statement is not posted, contact your clearing firm for additional information.

Investors

Are your investments held through a broker-controlled position, an NSCC position, or in a qualified account held by a custodian? If so, you need to work with your financial professional or firm to access tax forms.

All other investors can access their tax forms by logging into the investor portal.

To set up an online account, follow the instructions in our step-by-step guide.

You can also use the investor portal to:

• Enroll in e-delivery
• View account activity
• Access statements

Still have questions?

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