DST Vision

You may review the list by clicking on Participating Companies either from the log in page for DST Vision or from the Quick Links once you have logged in. We continually update this list, so check back regularly to see which new companies are available.

The Vision Web site requires the use of a browser that supports 128-bit encryption. Encryption is a sophisticated scrambling method designed to prevent unauthorized eavesdropping on electronic data. More information about security can be found of Vision.

There are no charges to the Vision customer associated with Vision access; the fund families incur all costs for your access.

Access DST vision and complete the new registration process. You will need the following information to register:

• Your Service Level Selection (See “What level of security should I enroll in?” for more information.)
• Your broker-dealer
• Your profile information (including your branch number and representative number)
• List of management companies you wish to access. Note: You will need your branch ID and rep ID as listed with each of the firms you select.
• Sample account number or plan ID for each firm

Note: The process to get access to DST Vision can take up to 10 days.

Important: If you have multiple rep numbers, you will need to provide your information and a sample account.  

Representative

Provides access to individual accounts for which you are the representative of record. Each representative must complete his or her own enrollment. Certain across management company aggregation and portfolio management tools are only available at this level.

Branch

Provides access to all accounts assigned to your branch office. Branch level is appropriate for branch managers. Certain across management company aggregation and portfolio management tools are only available at the Representative level. If the goal is to view your personal book of business, we recommend enrolling at the Representative level.

Dealer

Provides access to all accounts assigned to your Broker/Dealer firm. Dealer level is appropriate for Broker/Dealer home offices.

Tax ID

Provides access to accounts grouped under a single tax identification number. Tax ID access may be appropriate for trust companies and banking institutions. Tax ID access is not available at the shareowner Social Security level.

Trust

Provides access to all accounts grouped under a single trust identification number. Trust level is appropriate for banks or state-regulated trust company that establishes or holds trust accounts. This level allows limited functionality.

TPA

Provides access to all accounts grouped under a single Third Party Administrator (TPA) identification number. TPA level is appropriate for an outside individual or company contracted by a plan administrator to handle all or a portion of the duties assigned to the plan administrator. TPA access is not available for market timers. This level allows limited functionality.

Important: This FAQ provides general guidelines and features of Vision. Your access level determines what options are available to you.nt number affiliated with each rep number.

Vision requires only one valid account number for each mutual fund/alternative investment/program manager or one valid contract number for each annuity for which you are requesting access. This is used to verify security for your ID.

Upon receipt of your enrollment form, Vision Support will forward your request to the selected mutual fund, annuity, alternative investment, or program manager families. They will verify the information you provided and, if approved, establish security. Vision Support will notify you as soon as the first mutual fund, annuity, alternative investment, or program manager family is authorized. As additional authorizations are received, you will be notified by e-mail of the status of your enrollment requests. Please allow up to ten (10) days to receive authorization.

From the "Administrative" menu in the upper right-hand section of the page, choose "Review Current Access". All management companies associated with the Vision ID will display.

Sign in to Vision using your Vision ID and password. Once on the Main Menu, place your cursor on the "Administrative" link in the upper right-hand section of the page. Choose the "Add/Update Access" link from the drop-down list and complete the "Add/Update Access Request Form". Complete the Selection screens for the types of products you wish to access; i.e. Mutual Fund Selection. You will need a sample account number or plan ID and your representative information for each firm you are adding.

From the "Administrative" menu in the upper right-hand section of the page, choose "Add/Update Access". After verifying your profile information, choose the management company you wish to request. When filling out these criteria, use the additional rep number and a corresponding sample client account number. Keep in mind that you will need to request each management company one time for each rep number If I change my Broker/Dealer, will I still have access?

A: Complete the normal paperwork process to complete a change (e.g., Financial Advisor Change Form or Block Transfer Form). Once that request is complete, update your new DBR information in Vision through the Administrative option at the top of the personal home page and select "Change Broker/Dealer." Allow up to ten (10) days to update your access. Brokers can only view one rep code at a time, unless they have added additional codes (e.g., individual and split rep codes)..

Sign in to Vision using your Vision ID and password. Click on the "Administrative" link in the upper right-hand section of the page. Choose the "Change Password" link from the drop-down list and complete the Change Password form.

You will not be able to see accounts in Vision if the dealer/branch/rep numbers on your accounts differ from what you are approved to view in Vision. If you have changed broker dealers, or if you operate under multiple representative numbers your ability to see all your accounts may be impacted.

If your Broker/Dealer has changed, please use the Financial Advisor Change Form to update your profile. If you write business with more than one representative number, you will need to request access to each individual rep number for each management company affected. We will contact the management company to make sure that the security change on your Vision ID matches that on your accounts. Please allow up to ten (10) days to update your access.

If your Vision ID has been disabled, click on the, "Trouble Logging In?" link next to the password field on the sign-in page. You will then be prompted to type either your Vision ID or email address. An email is then sent from DSTVision@DSTSystems.com with a link to reset your ID/Password. Answer the prompts

Access DSTVision.com and click on the hyperlink "Trouble Signing In?" and follow the prompts.or two previously established personal security questions to complete the reset process.

Sign on to Vision using your Vision ID and password. Once on the Main Menu, Click the "Administrative" link in the upper right-hand section of the page. Choose the "Add/Update Access" link from the drop-down list and complete the Add/Update Access Request Form. You will need your branch and representative number along with a sample Invesco account number or plan ID.

Once logged into DST Vision, click on the “Administrative” link at the top right and choose Review Current Access to confirm you have requested access to Invesco client information. If Invesco is listed, confirm your dealer, branch, and rep information has not changed with Invesco. If you have recently updated the information on your Invesco accounts, you will need to update your access information on DST Vision. If you have not recently updated your information, contact Invesco Client Services 1-800-959-4246 for more assistance.

Click on the "myPLANnetwork" link from the main toolbar. You can search for a specific plan or a specific participant. For a specific plan, you can view total assets, assets broken down by vehicle and participant summaries including: vehicles, values, YTD contributions, loan information, allocation, transaction history, and statements. If you want to see your entire book of business, use Vision rather than myPLANnetwork.

myPLANnetwork gives Financial Advisors and TPAs a single portal to manage multiple provider relationships. Because myPLANnetwork is powered by TRAC®, DST's Retirement Solutions recordkeeping platform, TPAs have access to industry-leading administration tools and to some of the foremost plan providers in the business. This includes more than 51,000 plans and 1.9 million participants already administered by TPAs.

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