Guardian Investor Services LLC
View Your Client Accounts

About Vision® and Your Client Accounts

Guardian Investor Services LLC (GIS) offers you the capability to access your clients' RS Investment mutual fund accounts through Vision. This option provides you secure access to your clients' accounts with your Vision ID and password.

Vision® - http://www.dstvision.com is an independent web site. When you login, you will open a new browser. Please note that this site is not maintained by GIS, nor is GIS responsible for the site's content.

(At this time you will not be able to transact or open a new account online).

Login to Vision

If you are already a Vision user and have access to RS Investment mutual fund accounts, proceed to Vision.

If you are already a Vision user but do not have access to RS Investment Funds information on Vision, then you need to add Guardian Investor Services LLC to your existing Vision ID.

Register for Vision

  1. If you would like to use Vision and have not previously enrolled, you will need to complete an online enrollment form. To register please login to the Vision Home page and select Click Here to Learn More and Enroll.
  2. Complete the online Profile Information form. To obtain access to your RS Investment accounts, be sure to click the Select A Management Company link on the second screen of the online form. Then select Guardian Investor Services LLC from the Fund Company pull-down menu. Also, be sure to specify your dealer, branch and representative numbers exactly as they appear on your GIS dealer confirmation statements. Your dealer number may be different for each fund family. Finally, be sure to include one fund/account number for reference.
  3. You should receive your user ID and password via an e-mail message from DST within 5 to 10 business days after you submitted the online enrollment form.

Once you are registered, you will be able to view your clients' RS Investment mutual fund accounts, as well as, your client accounts in other fund families from participating companies. You can view NAV and Fund information, as well.

If you have questions about Vision, please go to the Vision web site and access, Help, FAQ, or Product Information.


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