Advisor Account Access

If you are a Financial Advisor looking to access your ICON client account information, please click here to access DST Vision. DST offers a full range of functionality including:
 

  • Single sign-on access
  • Consolidated customer portfolio management
  • Access to 529 plan accounts
  • Transaction processing
  • New account processing
  • Daily e-mail notification of clients’ financial activity
  • Transaction capability
  • New account establishment
  • Electronic statements