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Financial Professionals

Our upgraded technology is now live. Here you can access transition details and overviews of the new experience.

Log in to DST Vision | Get a preview | Access webinar recordings

Why the move and what it means for you

Over the holiday weekend of January 13 – January 15, 2024, Nationwide® transitioned your retirement plans to our new recordkeeping platform, powered by SS&C. The partnership is designed to pair their industry-leading recordkeeping technology with our award-winning service1. All so you and your clients can get enhanced technology and the same extraordinary care.
A few key benefits of the upgrade
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Robust self-service reporting

Get access to standard reports on demand and build the custom reports you need on your terms

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Real-time investment monitoring

Ability to easily monitor your clients' investments in their retirement plans in real time

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Single website across recordkeepers

View any of your plans on DST Vision in one place, making your job faster and simpler

Quick links

Check back regularly for links to the latest training materials and transition updates.
Experience videos and guides
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Financial Professional experience previews

Access demos and training materials to get you up to speed on your new experience

Learn more
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Plan Sponsor and Participant experience previews

Explore demos and job aids to help your clients and participants with the new experience

Learn more
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Reporting, withdrawals and loans

Check out quick demos and helpful training guides

Learn more

[1] DALBAR Plan Participant Service Award for the 9th consecutive year (2014 – 2022)
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Contact our Financial Professional Service Team
Still have questions about the transition? Call us at 1-800-626-3112.