Financial professionals

You can get an overview of your clients’ accounts through DST Vision.

You can also use DST Vision to:

• View transaction history or access statements
• 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.

Investors

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

All others can access their account online by logging into the investor portal.

For help setting up a new account, please reference this Overview.

You can use the investor portal to:

• Access statements
• Download tax forms
• View historical transactions and balances
• Manage e-delivery options
• View beneficiaries, distribution elections, cost basis information and your dealer(s) of record

Still have questions?

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