# DST Vision > Mobile access to client account information for financial intermediaries. (iPhone/iPad app by DST Systems, Inc..) - Source: https://appshunter.io/ios/app/dst-vision/id468162591 (this page in markdown: same URL + `.md`) - Developer: [DST Systems, Inc.](https://appshunter.io/developer/468162594) - Category: Finance - Price: Free - Rating: 3.00/5 from 3 App Store ratings · 16 written reviews indexed - Age rating: 4+ - Requires: iOS 10.3 · 1 MB - Languages: American English - Released: 2011-10-13 - Data updated: 2026-06-05 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/dst-vision/id468162591/reviews.md ## What is DST Vision? With DST Vision Mobile, financial intermediaries can harness the power of DSTVision.com on their mobile device. DST Vision Mobile makes it easier than ever to stay informed and address client inquiries while on the go. Designed with ease of use and speed in mind, an advisor’s existing Vision ID and password is used to gain mobile access to key client account information while enjoying these benefits: -Fast, easy access to aggregated client account information -Improve client responsiveness -Vision ID and Password is used for mobile access -Access to real-time account information With DST Vision Mobile, you can: -View your book of business using the client and household lists aggregated across participating management companies -Search by last name to pinpoint assets held by a particular client or household -View asset information by household or individual client -View account details such as account number, value, NAV, NAV change and shares -Browse account transaction history ## Key features - Access aggregated client account information - Improve client responsiveness - View real-time account data - Search clients by last name - View asset and account details - Browse account transaction history ## Recent user reviews (10 of 16) All indexed reviews: https://appshunter.io/ios/app/dst-vision/id468162591/reviews.md ### 1/5 — Why do mutual fund clients not show up? *2025-02-04, version 1.3* I’ve got clients with American Funds and none of them show up. Can’t rate this thing very highly if I can’t access my people ### 5/5 — Great app! *2017-11-29, version 1.2* Love this app, just need the new update to occur on the apps side. ### 1/5 — Advisor *2015-10-10, version 1.2* What part of not working does DST Vision not understand. Is it too much to ask for a email to our email addresses on record to notify that the app is not compatible with iOS 9.0 and their working on it????? ### 2/5 — DST Vision NOT WORKING! *2015-10-10, version 1.2* No longer responding to iPhone app! Perhaps update to iOS 9 Is required! Similar issue with iPad but seems to have work around with an additional sign in page having been added. ### 5/5 — Please update app *2015-10-08, version 1.2* App not updated for IOS9 ### 3/5 — Update! *2015-10-07, version 1.2* Please update. App does not work with 9.0 ### 1/5 — Update *2015-10-05, version 1.2* Please update for ios9... App won't open. ### 1/5 — Not working *2015-10-02, version 1.2* It will not load now that I've upgraded to ios9. I've reinstalled the app but still won't load ### 1/5 — Needs to be updated *2015-09-21, version 1.2* This App needs to be updated ### 1/5 — Just a link to the site *2014-04-30, version 1.2* This isn't an app. Just a link to the site on Safari (and a slow link at that). Don't bother downloading. ## Frequently asked questions about DST Vision ### What is DST Vision Mobile? DST Vision Mobile is a free finance app designed for financial intermediaries. It allows users to access aggregated client account information and view real-time data on their mobile devices. ### Is DST Vision Mobile secure? The app uses your existing Vision ID and password for mobile access, leveraging the security measures already in place for DSTVision.com. It is designed to provide secure access to sensitive client financial data. ### What kind of client information can I access with DST Vision Mobile? You can view your book of business, including client and household lists, asset information by household or individual client, account details like number and value, and browse account transaction history. ### Does DST Vision Mobile have ads? No, DST Vision Mobile does not contain advertisements. The app is free to download and use without any ad interruptions. ### On which devices can I use DST Vision Mobile? DST Vision Mobile is available for iPhone, iPad, and iPod devices. It is designed to work across Apple's mobile operating system. ### How often is DST Vision Mobile updated? The latest version of DST Vision Mobile is 1.3, which was last updated on October 9, 2018. Users should check for newer updates periodically for the latest features and security enhancements. ### What is the user rating for DST Vision Mobile? DST Vision Mobile has a rating of 3.0 stars based on 3 user ratings. This indicates a mixed reception from its user base. ### Can I manage transactions through DST Vision Mobile? DST Vision Mobile allows you to browse your account transaction history. However, it does not appear to support initiating or managing new transactions directly through the app. ## Version history (last 4 releases) ### 1.3 — 2018-10-09 -Updated App Architecture to support latest 64 bit devices. ### 1.2 — 2012-08-22 - Updated iPad support ### 1.1 — 2011-12-05 Added usability enhancements for slow and no network connectivity. These enhancements resolve the "white screen" issue. ### 1.0 — 2011-10-10 No release notes. ## Apps similar to DST Vision | App | Rating | Price | Category | | --- | --- | --- | --- | | [Advisor360°](https://appshunter.io/ios/app/advisor360/id6479363025) | 3.7 (3) | Free | Finance | | [KP Portal](https://appshunter.io/ios/app/kp-portal/id1451633876) | — | Free | Finance | | [Petersen Hastings Portal](https://appshunter.io/ios/app/petersen-hastings-portal/id984617881) | 5.0 (2) | Free | Finance | | [BNY Pershing Access](https://appshunter.io/ios/app/bny-pershing-access/id1486554730) | 1.6 (66) | Free | Finance | | [D.A. Davidson Client Access](https://appshunter.io/ios/app/da-davidson-client-access/id1041169460) | 2.7 (20) | Free | Finance | | [PlanMember](https://appshunter.io/ios/app/planmember/id1494033674) | 3.4 (25) | Free | Finance | ## Related topics [consumer portfolio services](https://appshunter.io/ios/topics/consumer-portfolio-services) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-05.*