Benefits of Client Accounts

ARTICLE TAKEAWAYS

  • Client Accounts features an intuitive, user-friendly interface
  • Client Accounts offers multiple features, transactions and popular tasks that aren’t available on the DST Vision® website
  • Vision credentials and a Capital Ideas Pro™ login are required to access Client Accounts 

Once you have linked your Vision credentials to your Capital Ideas Pro login, you’ll be able to access the Client Accounts section of our website. Client Accounts offers an intuitive, user-friendly interface and many popular features, in addition to the ones available on the DST Vision website.

When you log in to Client Accounts, you can:

  1. Look up your clients’ accounts by name, account number or BIN
  2. Review your total assets and top clients
  3. Check client alerts, news and updates in your personalized dashboard
Screenshot of the Client Accounts dashboard, including a search box to locate clients' accounts, Client alerts, Total assets & top clients and News and updates.

After you’ve located an account, you can:

  1. Update the address* and link a bank account to make investments
  2. Process IRA and 529 distributions (from multiple funds at once and with expedited check delivery)*
  3. Process exchanges and rebalances*
  4. Access statements and tax forms

* Task can be performed in Client Accounts — but not in DST Vision.

Screenshot of an IRA in Client Accounts, including the account balance, return information, transaction buttons, IRA contribution details, left navigation bar with access to the Client Profile, statements and tax forms and more.

For a complete list of the tasks and transactions available in Client Accounts and DST Vision, visit Client Accounts versus DST Vision.

log in to client accounts

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Client Accounts versus DST Vision

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The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.

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