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Slant collects your DST FANmail files to bring in assets held directly at fund companies and annuity carriers (for example American Funds, Jackson National, Nationwide, or Transamerica). You do not need DST Vision; a FANmail ID and password is all Slant needs.
Each fund company or carrier on your FANmail profile approves the enrollment separately, typically within 7–10 business days. Data starts flowing as each one approves, and some providers send full account snapshots only at month end.
Your FANmail password has to stay current for Slant to keep collecting. Whenever it changes, update it under Settings → Custodian → DST FAN Mail → Manage connection → FAN Mail logins. Never send passwords by email.

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Supported providers

DST FANmail support includes Lincoln Financial Group, Brighthouse Financial, MFS Investment Management, and Midland National Life, alongside the existing supported fund companies and carriers. Each provider must be included on your FANmail profile and approve its enrollment.

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Connect DST FANmail

1

Get a FANmail login

Already use FANmail with another tool, such as Addepar or Advyzon? Email fanmail@sscinc.com and ask DST to copy that user and all of its privileges into a new user for Slant CRM, then send you the new ID and password. This usually takes a few business days.Otherwise enroll at DST FANmail: select Enroll in FAN Mail, accept the terms, and work through the enrollment:
  1. Choose your role (most commonly Representative) and your broker/dealer.
  2. Under Customer Management Software Vendor, choose Proprietary.
  3. Set your password reset questions and keep the answers.
  4. Add every mutual fund company and annuity carrier where your clients hold assets, plus any program managers. Slant only receives data for providers on your profile.
  5. Skip Variable Universal Life and Alternative Investments; Slant does not support those products yet, and adding them can interrupt your supported data.
  6. Verify everything and select Submit Enrollment.
For help with the enrollment form, call DST support at 800-435-4112.
2

Save your login in Slant

Open Settings → Custodian → DST FAN Mail. After confirming you have a login, enter the FANmail ID (for example FM012345), the password, and the book that should receive these accounts, then select Save login. Firms with one FANmail login per advisor add each one with Add another login.
Slant checks each login at its next morning collection and registers each fund company and carrier as it begins delivering. Financial accounts and annuity contracts appear in the book you chose as each provider approves; carrier contract details can arrive before balances and subaccount values.

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Contact support

Stuck on a step or need help with the form? Email hannah@slant.app.