Aggregation without aggravation. Compliments of Jefferson National, DST FanMail and DST Vision.

You want a clear look across all your investments in one place. No data entry. No complications. Jefferson National provides automated asset and account aggregation through DST FanMail and DST Vision.

With DST FanMail and DST Vision, your Jefferson National account data is fed into the most popular portfolio management software platforms. Prefer a "do-it-yourself" approach to account management? DST FanMail and DST Vision do that, too. Our bottom line? Wherever you need your data to go, we can get it there.

Three ways Jefferson National fits into your existing portfolio management:

1. Your Jefferson National account information is seamlessly integrated into your regular portfolio management platform.
2. Your accounts are automatically updated nightly.
3. You can access the data you need through customized feeds.

If you are a current Jefferson National and DST customer:

1. Go to DST (FanMail/Vision) and request Jefferson National as a provider.
2. Jefferson National will receive and approve DST’s request.
3. Your account information will be updated via DST within 48 hours.

If you are a current Jefferson National customer without access to DST:

1. Contact DST to establish a FanMail or Vision account.
2. Once an account has been established with DST, follow the steps listed above.

If you are a current DST customer and will be using Jefferson National to manage client annuity assets:

1. Contact Jefferson National to establish client account at 1.866.667.0564.
2. At the time of issuance of your first Jefferson National contract, follow the steps listed above.

***We also provide account aggregation via DTCC and NSCC. Please contact us at 866.667.0564, Option 2 for additional information regarding these aggregation options.