ARTICLE TAKEAWAYS
You can use your Vision login credentials to access your American Funds book of business on DST Vision or in the Client Accounts section of our website. Don’t have Vision login credentials? Sign up now.
Review the information below to learn which tasks and transactions you can complete in Client Accounts and/or in DST Vision.
Reports are sent via email within 2 days. If the email address is invalid or not available at the time the report is requested, expect to receive the report via mail in 5 to 7 business days.
Reports can be downloaded from the DST Vision website within 2–48 hours.
Requests for book of business reports must be made via phone.
Reports are mailed to your branch manager in 5–7 business days.
Note: Accessing DST Vision, Client Accounts and processing transactions online are subject to approval from your home office.
For financial professionals only. Not for use with the public.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
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.
Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.