DST VISION HOW TO

It is strongly recommended that you export from your custodian on a daily basis. Manually download the files from the DST FAN Mail website. Use the Automatic Download function from the DST FAN Mail interface (recommended), or There are two ways to export the data from DST FAN Mail: Importing Data from DST FAN Mailīefore importing data into Morningstar Office, you must export it from DST FAN Mail. If you would like to learn more about this service, please contact your Client Service Consultant. Working directly with you to define and meet your needs, Morningstar’s BOS team will operate as an extension of your internal staff, under your direction and terms. Back Office Services Outsourcing Solutionįor advisors who wish to save the time and trouble of initialization, daily importing and reconciliation, Morningstar is pleased to offer the option of outsourcing these tasks to our Back Office Services team. If you have never imported from this source before, call the Support team at 1-86 for more details. Note: Morningstar highly recommends that you begin importing with the help of a Morningstar Import Specialist. If you have never imported data into Morningstar Office before, please review the Preparing to Import Data into Morningstar Office topic. Once imported, you will be able to perform portfolio reporting, portfolio accounting, and billing for your clients and accounts. After you export your data from DST FAN Mail, you will be ready to import it into Morningstar Office.

DST VISION HOW TO

This topic explains how to import data from DST FAN Mail.

Dst vision