DST Vision™ Account Access for Financial Advisors

Eagle Asset Management offers Financial Advisors the opportunity to securely access their clients' Eagle mutual fund account information through Vision using their Vision ID and password.

Log in to your Vision account: https://www3.financialtrans.com/tf/Vision/

  • For existing users with access to Eagle Family of Funds
  • If you are already a Vision user but do not have access to your clients' Eagle mutual fund accounts, please use the account maintenance feature to add Eagle to your existing Vision ID.

Sign up for a Vision account: https://www3.financialtrans.com/tf/Vision/

  • From the Vision home page, click the New Users button and complete the New Enrollment form.
  • To obtain access to your clients' Eagle mutual fund accounts, please be sure to click the Select A Management Company link on the second screen.
  • You will receive your Vision ID and password via e-mail from DST.

DST Vision™ is an independent website. For questions or information, please visit https://www3.financialtrans.com/tf/Vision/ and access Help, FAQs or Product Information.