May 6, 2016
Vision Enrollment
Enrollment Steps
Service Level Selection
Broker-Dealer Selection
Profile Information
ID/Password Establishment
Mutual Fund Selection
Alternative Investments Selection
Insurance Product Selection
Program Manager Selection
Verification
Service Level Selection
Provides access to individual accounts for which you are the representative of record.You may enroll for one or more representatives at this level.
CRD Number: (Optional)
Provides access to all accounts assigned to your branch office. Branch level is appropriate for branch managers.
CRD Number: (Optional)
Provide access to all accounts assigned to your broker-dealer firm. Dealer level is appropriate for broker/dealer home offices.
Provides access to all accounts grouped under a single tax identification number. Tax ID access may be appropriate for institutions that use a common Tax ID across their account base. Tax ID access is not available at the shareowner Social Security number level.

 
 
Service Level Requirements
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Please select a service level to see requirements.
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Representative Level Requirements
For Mutual Fund, Alternative Investments, and Program Manager companies you will need...
Your branch and rep number(s) as registered with each management company.
One client account number for each requested management company.
For Insurance Product companies you will need...
The advisor's name, date of birth, and social security number.
One contract number for each insurance product company request.
Branch Level Requirements
For Mutual Fund, Alternative Investments, and Program Manager companies you will need...
Your branch number(s) as registered with each management company.
One client account number for each requested management company.
For Insurance Product companies you will need...
The name, date of birth, and social security number of each representative in the branch.
One contract number for each insurance product company request.
Dealer Level Requirements
For Mutual Fund, Alternative Investments, and Program Manager companies you will need...
One client account number for each requested management company.
For Insurance Product companies you will need...
The dealer Tax ID and a contract number for each insurance product company request.
Tax ID Level Requirements
For Mutual Fund and Alternative Investment companies you will need...
One Tax ID for each management company requested.

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Covered by US Patent No. 7,275,046