Online Account Access & Forms

Online Account Access

Investors can access their account online through Investor Access, managed by DST Systems.

Register or log into your account to view balances and share purchase activity, update personal information, access and download tax forms and view total distributions received.

Log In To Investor Access

Financial Advisors can access can access client accounts through DST Vision.

Register or log in to your account to view client accounts, access and download transactional history and access and download statements and tax forms.

Log In To Advisor Portal

Account Maintenance Materials