DST Vision - Client Web Service

Access Level:  Investor

1. This service uses DST Vision's Client Web Service to retrieve individual account information at the client representative level.

2. This services uses your Vision ID and Password (the same as the credential you use to manually access the website).

3. If you do not have these, complete their enrollment form at https://www3.financialtrans.com/tf/Vision/EnrollmentStartProcessEvent or visit their website at https://www3.financialtrans.com/tf/Vision.

4. Configure accounts in our system to use "DST Vision - Client Web Service".

DST Vision - Dealer Web Service

Access Level:  Broker/Dealer

1. This service uses DST Vision's Dealer Web Service to retrieve account information at the broker/dealer home offices level.

2. This service uses your Vision ID and Password (the same as the credential you use to manually access the website.

3. If you do not have these, complete their enrollment form at https://www3.financialtrans.com/tf/Vision/EnrollmentStartProcessEvent or visit their website at https://www3.financialtrans.com/tf/Vision.

4. Configure accounts in our system to use "DST Vision - Dealer Web Service".