DST Vision - Dealer Level

Onboarding Instructions

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This service uses the DST Vision system to retrieve account information at the broker/dealer home offices level.
This connection is for Dealers. Representatives should click here

Step 1: This service uses your Vision ID and Password (the same as the credential you use to manually access the website).

Step 2: If you do not have these, complete their enrollment process or visit their website.

Step 3: Enter credentials in AccountView for the "DST Vision - Dealer Level" financial institution and aggregate accounts.

Credential details

Username: Vision ID
Password: Vision ID Password
If you have more than one Vision ID, you need to create multiple credentials.

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For detailed instructions on how to link accounts once you have your credentials, please refer to the following training video: ByAllAccounts Linking Accounts and Credentials for Investors Training Video