Account Management

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For Financial Advisors, RIAs, Analysts, Institutional Clients and Consultants only

MFS Access

For Shareholders Only

Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery.

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Overview

Use the left navigation tabs to find everything you need to manage your client accounts.

DST Vision: Access your clients’ MFS mutual fund and IRA accounts and quarterly statements. Your clients’ historical 529 account information (statements, tax forms, and activity) for the period prior to May 23, 2022 may also be viewed via DST Vision.

529 Advisor Portal: Access your clients’ MFS 529 Savings Plan account(s) and quarterly statements beginning May 23, 2022.

Contribution Direct: Manage contributions to your retirement plan.

Proxy Voting: View the proxy voting activity for each company held in MFS’ funds.

Sales Charges and Fees: See flexible pricing options offered by MFS.

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Account Management

Overview