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If you already have an account and are transitioning from another BD

Note: you must have completed the agent-change on one of your existing accounts to you-at-IP before proceeding with this step.

  1. Go to www.dstvision.com and log-in with your existing credentials.
  2. Click on Administrative (upper-right menu) and selelct Change Broker/Dealer.
  3. Search for Innovation Partners LLC.
  4. Enter your new information
    1. Enter your new IP email address.
    2. use your phone number.
  5. In the next few screens you can link you mutual fund families and variable annuities to your DST Vision account. Only do this for firms for which you have already completed at least one agent-change. For those that you haven't yet, just log aftr your have done so and make the connection.
  6. Finally, you will be logged out and won't be able to log back in until DST Vistion has verified your credentials. This may take a few days.
  7. Once you can log back in:
    1. Verify all of your creditials.
  8. Connect with any firms that you've completed an agent-change for.
  9. If you have been connected with American Funds, now log into the CG/AMF Advisor site and go to Client Accounts in the upper-right and connect your DST Vision account.