top of page
Technology for Today's Broker Dealers!
Account Validation
Avoid mailing the CRS to closed Account Holders!
Avoid mailing the CRS to Clients who have transferred away!
Using our validation tool, current DST Fan Mail users can readily have an up to the moment audit of the number of accounts and account balances.
​
Analyze your accounts by product sponsor, rep number, state, age bracket, account type, social code, established date, social security number, or by house hold.
bottom of page