Top 5 FAQs

Account Servicing

Account Transactions

Retirement Plan Services

Website Troubleshooting

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

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

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

    • 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

  • Our website is best viewed using the most recent versions of these browsers. Get free upgrades here:

    Our mobile website supports the following operating systems and browsers:

    • Apple iPhone – iOS 7 and greater with Safari or Chrome
    • Android – Android 4 and greater with Android Browser or Chrome

  • If you are using a Safari browser you may receive an error message that you’ve been logged out of the Morningstar tool. To avoid seeing this error in the future, please enable your browser settings to allow cookies.