Checklist: Prepare for Client Accounts updates

ARTICLE TAKEAWAYS

  • Review what steps you and your assistant should take now to ensure you’re prepared for the upcoming changes to Client Accounts
  • Understand why login credentials should not be shared with your assistant or anyone else
  • Learn how not preparing could cause delays and interrupt your access to Client Accounts

In the coming months, when you log in to the Client Accounts section of the website, you’ll access an improved design with intuitive navigation and enhanced functionality, making it easier to manage your clients’ accounts. We’re also improving the login process: you won’t need to enter your Vision ID and password each time you log in, as you’ll link them to your Capital Ideas Pro™ login, providing a seamless login process with 2-step verification for increased security.

Complete this checklist to ensure you and your assistant are prepared for the changes and your access to Client Accounts is uninterrupted.

Financial professional

  • Register on our website and create a Capital Ideas Pro user name and password, if you haven’t already
    If you aren’t sure if you’re registered, contact us.

  • Take note of your Capital Ideas Pro user name and password
    You’ll be prompted to enter them when you transition to the updated Client Accounts. If you need to reset your password, reset it now.

  • Verify your Vision ID and password*
    If you need assistance with your Vision credentials, contact DST Vision® Support at (800) 435-4112.

  • Enroll in 2-step verification on the DST Vision website, if you haven’t already
     

* IMPORTANT: Assistants should not share your credentials and need to have an Affiliate Vision ID. Affiliate Vision IDs have the same level of access as the financial professional. If your assistant supports other financial professionals, they’ll be able to link multiple Affiliate Vision IDs to their Capital Ideas Pro login to easily manage all clients in one place.

To create an Affiliate Vision ID for them, log in to DST Vision, hover over the Administrative drop-down menu and select Enroll Affiliate IDs. DST Vision will send a confirmation email within 1 to 3 business days.

Assistant

  • Register on our website with the role of Administrative Staff and create a Capital Ideas Pro user name and password, if you haven’t already
    If you aren’t sure if you’re registered, contact us.

  • Take note of your Capital Ideas Pro user name and password
    You’ll be prompted to enter them when you transition to the updated Client Accounts. If you need to reset your password, reset it now.

  • Verify your Affiliate Vision ID and password*
    If you need assistance with your Vision credentials, contact DST Vision Support at (800) 435-4112.

  • Enroll in 2-step verification on the DST Vision website, if you haven’t already
     

* IMPORTANT: You should not share your financial professional’s credentials and need to have an Affiliate Vision ID. Affiliate Vision IDs have the same level of access as the financial professional. If you support other financial professionals, you’ll be able to link multiple Affiliate Vision IDs to your Capital Ideas Pro login to easily manage all clients in one place.

Each financial professional you support will need to create an Affiliate Vision ID for you by logging in to DST Vision, hovering over the Administrative drop-down menu and selecting Enroll Affiliate IDs. DST Vision will send a confirmation email within 1 to 3 business days.

Related content

Coming soon: Client Accounts updates
Client Accounts updates FAQ
Video: Preparing for the updated Client Accounts
 Video: Preview the updated Client Accounts

Common questions

Not completing these tasks in advance may cause delays when you and your assistant access the updated Client Accounts.

Once you’re selected to transition, you’ll be automatically prompted to register for Capital Ideas Pro, if you haven’t yet done so. You’ll also be reminded that your assistant needs their own Capital Ideas Pro login and Affiliate Vision ID. Affiliate Vision IDs can take up to 3 business days to be confirmed by Vision. We encourage you to complete these tasks now to prepare for the change.

Assistants need to create their own Capital Ideas Pro login for a personalized experience. Additionally, assistants will need to link their Capital Ideas Pro credentials to their own Affiliate Vision ID. If your assistant links their Capital Ideas Pro credentials to your Vision ID, it will prevent you from linking the same Vision ID. If you have any questions about this process or need assistance, contact us.

Visit Client Accounts updates FAQ for more information.

 

Contact us

Have questions or need additional support?
Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

(800) 421-0180

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