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Credentials were reset on 5/2/2019. Please follow "Forgot Password" to set your password...

Asset Management New Account Setup (NASU)

The Asset Management New Account Setup (NASU) product provides the services necessary to establish and validate a new retail investment account on DSTs TA Recordkeeping system.

Institutional Investment Services

A collection of APIs to allow a 3rd Party Portal Firm the ability to provide self-servicing interfaces for use by their Institutional Investment Firm clients (as approved by the DST Fund Sponsor) to review, maintain and transact on Institutional positions.

Investment Advisor Services

The Investment Advisor Services API set allow access to a wide array of inquiry, transaction, maintenance and utility functions. Specifically this collection of APIs allow a Fund Sponsor the ability to develop self-servicing interfaces for use by Investment Advisors to review, maintain and when authorized, transact on behalf of individual retail investors.

Investor Self-Service

Investor Self-Service APIs allow access to a wide array of inquiry, transaction, maintenance and utility functions.  The APIs are specifically designed to support the development of a contemporary self-service website for mutual fund, 529 and alternative investors.

Participant Self-Service

Based on over 20 years of providing digital experiences for our Retirement Recordkeeping clients, the Participant Self-Service APIs allow access to a wide array of inquiry, transaction, maintenance and utility functions.  The APIs are specifically designed to support the development of a contemporary self-service website for Retirement Plan Participants.

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