Benefits of a Vision ID

ARTICLE TAKEAWAYS

  • What is a Vision ID 
  • The benefits of a Vision ID
  • How to sign up for a Vision ID

Your DST Vision ID will provide 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.

How to sign up for a Vision ID

You’ll need the following:

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

Go to the DST Vision website and click New User.

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

What resources can I access with my Vision ID?

Client Accounts

Your Vision login credentials give you access to the Client Accounts section of our website. Client Accounts offers a wide range of features to help you manage your American Funds book of business, including: 

  • Online dashboard, which includes:
     o   Personalized message center
     o   Snapshot of your total assets and top clients
     o   Recent account activity
     
  • Clients’ accounts, which allows you to:
     o   Complete transactions, such as buy, sell, exchange and rebalance 
     o   Update accounts, such as change an address, link a bank account and modify an
           automatic plan
     o   Access statements and tax forms
                 

Visit Benefits of Client Accounts to see what else you can do on our website.

Account activity email notifications

Do you want to be notified if your client completes a transaction? Once you have your Vision ID and password, you can sign up for daily or weekly email notifications.

To learn more about notifications, visit Account activity email notifications.

DST Vision

Your Vision login credentials give you access to your clients’ accounts at American Funds and other fund families on the DST Vision website. DST Vision offers a wide range of features to help you manage your entire book of business, including:
 
  • Reports
  • Transactions
  • Account updates
     

Visit Client Accounts versus DST Vision for an easy way to check which tasks and transactions are available on each website.

Contact us

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

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.