DST Vision

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Phone: 800-435-4112

If enhancing your management of client portfolios and increasing your productivity are important to your business, then join the thousands of financial intermediaries who use the DST Vision Web site. DST Vision is focused on providing financial intermediaries with the complete client account access needed on a daily basis. The Web site offers a full range of functionality including consolidated customer portfolio management, detailed account information, electronic statements, transaction processing, and new account establishment. Vision provides real-time, reliable information for more than 260 mutual fund, Real Estate Investment Trusts (REIT) and Direct Participation Programs (DPP), and variable annuity companies for optimal customer support.

Vision, introduced in 1998, is the premier Web site designed to meet the unique needs of the financial advisor marketplace. Currently, Vision provides access to nearly 70 percent of the dealer-distributed mutual funds, Real Estate Investment Trusts (REIT) and Direct Participation Programs (DPP), and variable annuities. With more than 250 information packed screens, Vision provides financial intermediaries a span of functionality including:

Single sign-on access
Real-time, comprehensive access to mutual fund, Real Estate Investment Trusts (REIT) and Direct Participation Programs (DPP), and variable annuity information
Consolidated customer portfolios
Access to 529 plan accounts
Daily e-mail notification of clients’ financial activity
Transaction capability
New account establishment
Electronic statements