Advisor Asset Statement Exclusively on DST Vision | American Funds

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News

NOVEMBER 28, 2016

Your Advisor Asset Statement — Now Available Exclusively on DST Vision

While American Funds is no longer mailing a paper statement, with your online American Funds advisor asset statement you’ll have instant access to your current and historical ongoing compensation information.

Benefits of Online Statements

  • Timely — Ready within two days following the end of the service fee quarter
  • Secure — Access is through secure login (ID and password required)
  • Better Storage — Five quarters of information are retained online with no storage costs
  • Environmentally Friendly — Use of paper is drastically reduced

Note: Assets not eligible for compensation will not be listed on your statement.

Accessing Your Statement

  1. Log in to DST Vision.
  2. In the Management Company list, click American Funds.
  3. On the left-hand navigation, click 12B-1 Advisor Statement.

Not Enrolled in DST Vision?

Visit dstvision.com or contact the Vision Support Group at (800) 435-4112 for assistance.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.