Tax year 2023 IRS mailing dates

Financial professionals

You can access your clients’ quarterly statements and tax forms 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 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 broker-controlled or NSCC positions? 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.