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Transaction Alerts

Based on your transaction alert preferences, the following are the latest transaction alerts as of May 31, 2016 at 11:33PM ET

All Transaction Details

Transaction Alerts

Get alerts when your client accounts have pending transactions, such as purchases over $10,000, full redemptions and more.

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Transaction Alerts

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Frequently Asked Questions

Top 5 FAQs
How do I view or print my clients’ account documents (statements, confirms, tax forms)?
  • From the Dashboard, click My Clients tab, select client from My Clients list, and click Statements tab
  • Easily access all of your clients’ year-end account statements using DST Vision’s Batch Statement Program. To review annual statements, log in to DST Vision. Statements are available for 10 days after you send your request, and only one batch statement request is allowed per quarter. If you have questions or need assistance, please call DST Vision at 1.800.435.4112, or our Advisor Services at 1.800.525.7040
What is the 3-month net asset value (NAV) reinvestment privilege?

There is no sales charge on reinvesting the proceeds from redemptions of Class A shares that occurred within the previous three months if you paid an initial or contingent deferred sales charge on the redeemed shares. This reinvestment privilege does not apply to reinvestment purchases made through automatic investment options. You must advise the Distributor, the Transfer Agent or your financial intermediary that you qualify for the waiver at the time you submit your purchase order. (See fund prospectus for full details)

How do I access the cost basis for my clients’ account(s)?

From the Dashboard, click My Clients tab, select client from My Clients list, and click Cost Basis tab

How do I obtain my client Required Minimum Distribution (RMD) list?

From the Dashboard, scroll down to the Documents section, and make your selection from the “Select Client RMD Letter(s)” dropdown

How do I request a loan from my client’s 403(b) or Single K account?
Account Servicing
How do I view or print my clients’ account documents (statements, confirms, tax forms)?
  • From the Dashboard, click My Clients tab, select client from My Clients list, and click Statements tab
  • Easily access all of your clients’ year-end account statements using DST Vision’s Batch Statement Program. To review annual statements, log in to DST Vision. Statements are available for 10 days after you send your request, and only one batch statement request is allowed per quarter. If you have questions or need assistance, please call DST Vision at 1.800.435.4112, or our Advisor Services at 1.800.525.7040.
Does my client have one overall account number?

Each holding in your client’s portfolio has a separate account number with the exception of clients who are invested in Portfolio Builder

How do I access the cost basis for my clients’ account(s)?

From the Dashboard, click My Clients tab, select client from My Clients list, and click Cost Basis tab

How do I add or update my client’s beneficiary information?

Financial advisors are not permitted to add or change a client’s beneficiary. Please provide the appropriate Change of Beneficiary Form

Account Transactions
What is the expected delivery time frame for redemptions?

The expected delivery time frame starts from the business day following the transaction date


Check Methods

  • Regular mail generally will be delivered within 3-10 calendar days
  • Overnight delivery will be delivered Monday through Friday. Fees may apply
  • Saturday delivery, if available, may be requested for transactions completed for Thursday’s market close. Fees may apply


USPS PO Box Express will be delivered within 1-2 calendar days. Fees may apply


ACH Bank Transfers (AccountLink)

  • ACH bank transfers generally will take 2-5 business days for receipt at the bank or credit union. Download the ACH Form to establish this option
  • Fed Wire funds are guaranteed within 24 hours. Fees may apply. Download the Expedited Redemption Form
Does my client’s transaction require a signature guarantee?

To protect you and the Fund from fraud, certain redemption requests must be in writing and must include a signature guarantee. A notary public seal will not be accepted for these requests (other situations might also require a signature guarantee):

  • You wish to redeem more than $100,000 and receive a check;
  • The redemption check is not payable to all shareholders listed on the account statement;
  • The redemption check is not sent to the address of record on your account statement;
  • Shares are being transferred to a Fund account with a different owner or name; or
  • Shares are being redeemed by someone (such as an Executor) other than the owners.
What is the 3-month net asset value (NAV) reinvestment privilege?

There is no sales charge on reinvesting the proceeds from redemptions of Class A shares that occurred within the previous three months if you paid an initial or contingent deferred sales charge on the redeemed shares. This reinvestment privilege does not apply to reinvestment purchases made through automatic investment options. You must advise the Distributor, the Transfer Agent or your financial intermediary that you qualify for the waiver at the time you submit your purchase order. (See fund prospectus for full details)

How do I wire funds to OppenheimerFunds?
  • Please be sure to contact us on the business day of or before the transaction so that we may ensure our staff is prepared to process the transaction to your specification
  • Incoming Wire Information:
    United Missouri Bank, Kansas City, MO
    ABA/Routing Number: 101000695
    Beneficiary (BNF): OppenheimerFunds
    Beneficiary Account Number (A/C): 9870432714 NOTE: Do not add spaces or punctuation to this field.
    The OBI field (Originator to Beneficiary Information, also known as F/C or Further Credit) has the client’s name and the OppenheimerFunds account number
How do I obtain my client Required Minimum Distribution (RMD) list?

From the Dashboard, scroll down to the Documents section, and make your selection from the “Select Client RMD Letter(s)” dropdown

Retirement Plan Services
How do I request a loan from my client’s 403(b) or Single K account?
How do I view my client’s current loan information?

From the Dashboard, click My Clients tab, select client from My Clients list, and click Loans tab

How do I request an IRA conversion or recharacterization?

Complete the IRA Conversion/Recharacterization Form. For further assistance call our Advisor Services at 1.800.525.7040

Website Troubleshooting
Why should cookies be enabled?

Cookies ensure that any personal or account information you retrieve or submit is transmitted only to your computer

How do I unsubscribe from mailings or newsletters?

From a desktop computer, click “My Profile” on the top of any page and then select the Emails tab.

How do I delete my access to OppenheimerFunds.com?

To permanently delete your access, call our Advisor Services at 1.800.525.7040

What is DST Vision and how can I access it?
  • DST Vision is a third-party, interactive website that allows broker/dealers to view shareholder accounts and dealer information across fund families. Vision also offers information such as shareholder positions, transaction histories, fund pricing, yields, CDSC calculations, online statement viewing/printing, etc. OppenheimerFunds allows view-only capability for client accounts through DST Vision
  • Easily access all of your clients’ year-end account statements using DST Vision’s Batch Statement Program. To review annual statements, log in to DST Vision. Statements are available for 10 days after you send your request, and only one batch statement request is allowed per quarter. If you have questions or need assistance, please call DST Vision at 1.800.435.4112, or our Advisor Services at 1.800.525.7040
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Need Further Help?

If you need further assistance, please visit our Contact section, or call us at 1.800.525.7040*

* We are available Monday-Friday, 8am - 8pm EST

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