Accessing Client Accounts

Options for Investment Professionals

DST Vision
Take advantage of the convenience of accessing your clients' Federated Fund account information through the DST Vision website. With this feature, you can navigate between your entire book-of-business and the content, products and tools at FederatedInvestors.com. You can trade, establish new accounts, and view fund and shareholder account information in real-time. If you are not currently a Vision user, select the “Sign-Up Now” option on the login screen to enroll.

In addition, Vision Home Office users with Dealer, Trust, and TPA level access may now utilize Vision Home Office Large Trade Notification (LTN) for the Federated Funds. This feature facilitates the systematic advance communication of large trades via secure email. 

EDGEnet
EDGEnet provides you with a secure network for all of your account and investment needs, allowing you to handle trading and reporting with Federated from your desktop. To learn more or get started with EDGEnet, read our fact sheet or call us for more information. Once you’re set up,  check out the online tutorial and other support resources.

My Investments - Account Access for Shareholders
My Investments makes personal investing with Federated easier, allowing your clients to view their account balances, histories, and statements, plus make purchases and exchanges between their existing Federated funds. Additionally, they may order duplicate statements, update their addresses, and sign up for electronic delivery of statements and other documents.  To access their investment accounts from FederatedInvestors.com, shareholders simply click the “My Investments” link that appears at the top of every page. We hope you’ll encourage your clients take advantage of these online features, and we’ll be glad to help if they need assistance.

DST Vision

Need help? Call us:
1-800-341-7400
8 a.m. - 6 p.m. ET. M-F

EDGEnet

Need help? Call us:
1-800-341-7400

8 a.m. - 6 p.m. ET. M-F

Shareholder Account Access

Need help? Call us:
1-800-245-4770
8 a.m. - 6 p.m. ET. M-F