Preparing for the updated Client Accounts
Narrator:
We're excited about the upcoming enhancements to our financial professional website. The updates to Client Accounts will include an easier login process, improved design with intuitive navigation and enhanced functionality, making it easier to manage your clients' accounts online.
We encourage you and your assistant to take these 2 steps today to prepare for the changes. The first step is to make sure you have a Capital Ideas Pro login. Your Capital Ideas Pro login is what provides access to Client Accounts, plus exclusive content for financial professionals. If you haven't already signed up, simply select "Register for Capital Ideas Pro" from the top right corner of any page of our website. Assistants will need to create their own Capital Ideas Pro login for a personalized experience.
The second step is to make sure you know your Vision ID and password and are enrolled in 2-step verification on DST Vision's website. Once the updated Client Accounts is available, you'll link your Vision credentials to your Capital Ideas Pro login, providing a seamless login process. If you don't already have a Vision ID, easily sign up for one. You'll receive an email confirmation from DST Vision within 1 to 3 business days. For your security and the security of your clients' accounts, login credentials shouldn't be shared with your assistant or anyone else. Assistants will need to link their Capital Ideas Pro credentials to their own Affiliate Vision ID. It's easy to set up an Affiliate Vision ID, and they will have the same level of access as the financial professional.
To create an Affiliate Vision ID, log in to DST Vision, hover over the Administrative drop-down menu and select "Enroll Affiliate IDs." It's important to take a few minutes now to complete these 2 steps to help ensure you and your assistant have a smooth transition to the updated Client Accounts.
For additional information on the 2 steps you can take today, visit www.capitalgroup.com/prepare.