DST Vision is an internet-based service dedicated to providing financial advisors with access to their clients’ account information.
Benefits of DST Vision
- Quick access to clients' account information 24/7
- Consolidated client portfolio management reports
- Detailed account information
- Download statements*
* Effective September 30, 2009 – Dealer copies of client account statements for Wells Fargo Advantage Funds® are no longer mailed in hard copy form. These statements are now available to you through DST Vision's website. Statements will be viewable 10 days after quarter end. There will be no change to how client statements are delivered.
- Do you currently have "Wells Fargo Advantage Funds" as a management company?
If you had “Wells Fargo Advantage Funds” added as a management company prior to September 30, 2009, statements were automatically added to your subscription information for that specific management company and can be viewed under the “Statements” tab in DST Vision.
If you did not have “Wells Fargo Advantage Funds” added as a management company prior to September 30, 2009, you will need to add them to your statement subscription information under the “Statements” tab in DST Vision. Visit our Help section to learn more on how to subscribe for statements.
- Do you need to add "Wells Fargo Advantage Funds" as a management company? – Log in to update your management company access.
You will need to add “Wells Fargo Advantage Funds” to your statement subscription information once the management company has been added. Visit our Help section to learn more on how to add a management company and subscribe for statements.
If you have any questions, please contact us at 1-888-877-9275 or contact DST Vision directly at 1-800-435-4112.
