Vision ID overview

Your Vision ID provides you with secure access to your clients’ accounts at American Funds and other fund families on the DST Vision® website. It also enables you to access your American Funds accounts in the Client Accounts section of our website. This includes access to:
 

Your personalized dashboard with:
 

• Account alerts, news and updates
• Your total assets and top clients
• Recent top transactions
   

Your clients’ accounts to:
 

• Check account balances
• Complete transactions
• Access statements and tax forms
• Complete account maintenance
  
  

Account activity email notifications are another benefit. They help you stay informed with a weekly or daily summary of the activity that’s occurred in your clients’ accounts. You select the frequency of your emails and the types of notifications you’d like to receive. If you aren’t currently receiving account activity email notifications, enroll here.
 

Visit Benefits of Client Accounts to review what else you can do in Client Accounts and Client Accounts versus DST Vision for how it’s different from DST Vision.

You’ll need the following:
 

• Your branch numbers (all branch numbers used for your American Funds book of business)
• Your ID numbers (all individual representative and team ID numbers used for your American Funds book of business)
• One of your American Funds client’s account numbers for each representative/team ID number
   

Go to the DST Vision website and select NEW USER?
 

After you sign up, you’ll receive a confirmation via email within 1 to 3 business days.

When you access Client Accounts, you’ll be prompted to link your Vision ID and password to your Capital Ideas Pro login, providing a seamless login process with 2-step verification for increased security.
 

1. Select Log in to Client Accounts from the top right corner of the website
   
   
   • If you aren’t already registered on our website, you’ll be prompted to create a Capital Ideas Pro user name and password
   • Assistants need to create their own login for a personalized experience
      
2. Enter/verify your Capital Ideas Pro user name and password and select Log in to Client Accounts
3. Select your role. Assistants should select Administrative Staff.
4. Enter your mobile phone number to set up 2-step verification
   
   
   • The passcode will expire in 5 minutes. We will never ask you for your passcodes, and for your security, don’t share passcodes with anyone.
      
5. Enter your Vision ID and password when you’re redirected to the DST Vision website
   
   
   • You’ll also be prompted to verify your identity by receiving a one-time passcode
   • This process can take a few minutes, so be sure to keep your browser open
   • IMPORTANT: Vision credentials should not be shared with your assistant or anyone else. Assistants must link their Capital Ideas Pro credentials to their own affiliate Vision ID. If an assistant links their Capital Ideas Pro credentials to your Vision ID, it will prevent you from linking your own Vision ID.
      

Your Capital Ideas Pro user name and password will now serve as your login credentials for Client Accounts. In the future, when you log in to Client Accounts, you’ll only need to enter your password and a one-time passcode. You may occasionally also be prompted to enter your user name for security purposes.

An Affiliate Vision ID is a Vision ID that is available to assistants and individuals who are providing support to a financial professional. These IDs provide the same level of access as the financial professional’s Vision ID. Additionally, if your assistant supports other financial professionals, they can link multiple Affiliate Vision IDs to their Capital Ideas Pro login to easily manage all clients in one place.

Your assistant needs an Affiliate Vision ID as login credentials should not be shared for your security and the security of your clients’ accounts.

Log in to the DST Vision website, 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.

Note: You can create up to 5 Affiliate Vision IDs.

Log in to the DST Vision website, hover over the Administrative drop-down menu, select Terminate Affiliate IDs and follow the steps. Once an ID is terminated, it cannot be reestablished. A new Affiliate Vision ID must be requested.

Note: In instances of a broker-dealer change, all Affiliate Vision IDs will be terminated.

To reset your password, go to the DST Vision website and select Trouble Signing In? Follow the prompts to receive a reset link via email. If you encounter any issues, contact DST Vision Support at (800) 435-4112.

To update your contact information, log in to the DST Vision website and update your contact information in the Profile section.

To update your dealer firm, hover over the Administrative drop-down menu, select Change Broker/Dealers and follow the steps.

Contact DST Vision Support at (800) 435-4112.