Client Management

Log in to DST Vision

Access all of your client-held accounts with The Principal® and other fund families. Log in to view:

  • Balances, transaction history, and other account information.
  • Updated transaction activity and account values by date.
  • An overall and fund-level snapshot of advisor assets.
  • Customized client portfolio lists and allocation pie charts.
  • Fund information including NAVs, yields, and daily dividend rates.
  • Statements that you can batch and download.

DST Vision will open in a new browser window. It is an independent service and not maintained by Principal Funds.

 Log in to DST Vision

For help logging in to the Vision system, contact Vision Support toll-free at 800-435-4112.

Access Princor Financial Services Corporation client accounts

If you use Princor Financial Services Corporation as your broker dealer,

Log in to the Princor financial professionals site

Hypotheticals & Calculators
Essential tools that help you educate clients and support your business.

Forms & applications
To open new accounts, transfer assets, initiate rollovers, and more.

Fund & investment literature
An array of available sales materials.