Help
Desk FAQ: Changing Broker/Dealers? Don’t Lose Your
Vision® Access
A commonly asked question of the Vision Customer Intelligence
Group is: “Can I retain my Vision account access even
if I change my broker/dealer affiliation?” The answer
is yes, if you take the following steps as soon as
you change broker/dealers.
IMPORTANT NOTE: Your
Vision access needs to change at the same
time the management company performs the
block transfer of your accounts. If the two
events do not occur simultaneously, you will
temporarily be unable to access your accounts
and portfolios through Vision.
By working with the Vision Customer Intelligence Group and
following these steps, the transition can be smooth.
Step 1: Select Change Broker/Dealers from
the Vision “Administrative” rollover
menu.
Step 2: Specify your new broker/dealer name and provide
the new security access criteria for your accounts (under
the new broker/dealer) for each management company
you access through Vision.
Step 3: Confirm your changed criteria and
click the
button.
When management companies approve the changes to your Vision
security, DST Vision™ will notify you of your updated
access.
Other self-service links available from Vision’s “Administrative” rollover
menu include:
•
View Participating Companies – View
the 250+ mutual fund and variable annuity companies that
support Vision or search the companies for a particular
feature;
•
Add Management Companies – Submit a
request for access to another company on your Vision
ID;
•
Update Profile – Keep your email address,
mailing address, and/or phone number current by submitting
information through the Web site;
•
Change Password – Change your Vision
password; and
•
Voice Access – Learn about accessing
your accounts by telephone.
For assistance with changing your broker/dealer, or any
of the Vision Administrative functions, contact the Vision
Customer Intelligence Group at 800.435.4112 between the hours
of 7 a.m. and 5 p.m. (CT), Monday – Friday.
