Financial Intermediary Access - DST Vision

Broker/dealers and other financial intermediaries can access their customer’s retirement information through the “Defined Contribution” section of the DST Vision® Web site.

Online access for broker/dealers is available at any time, and defined contribution information is updated on a real-time basis.

Through Vision, broker/dealers have access to a robust set of functionality options, including transaction history, plan assets, vehicle performance information, loan information, investments by money type and vehicle, individual participant’s portfolio information, and many others.