Benefits of Client Accounts
ARTICLE TAKEAWAYS
- Client Accounts features an intuitive, user-friendly interface
- Client Accounts offers multiple features, transactions and popular tasks that aren't available through the DST Vision website
- DST Vision login credentials are required to access Client Accounts
You can use your Vision login credentials to access the Client Accounts section of our website. Client Accounts offers an intuitive, user-friendly interface and many popular tasks and transactions that are not available on the DST Vision website.
When you log in to Client Accounts, you can:
- View your total assets and top clients
- Search for a client's account by name, account number or Broker Identification Number (BIN)
- Review reminders and client account updates in your personalized Message Center
After you've located an account, you can:
- Access statements and tax forms
- Process IRA and 529 distributions (from multiple funds at once and with expedited check delivery)*
- Process exchanges
- Process rebalances*
- Update the address*
- Link a bank account to buy shares
*Task can be performed in Client Accounts — but not in Vision.
For a complete list of the tasks and transactions available in Client Accounts and DST Vision, visit Client Accounts versus DST Vision.
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.