DST (now SS&C Technologies) is a data import integration that syncs investment accounts using TIN (Tax Identification Number) lookup with RSA-encrypted XML.
| Attribute |
Value |
| Integration Type |
Data Import |
| Authentication |
RSA-encrypted XML with signature |
| Data Flow |
DST → RightCapital (inbound only) |
| Household Lookup |
By TIN (Tax ID) |
| Pagination |
80 accounts per response |
| Developer |
Yan Hu |
| Cron Owner |
yan.hu |
| Data Type |
Description |
| Investment Accounts |
Retirement, non-retirement, education, health, annuity |
| Holdings |
Fund positions with shares, price, market value |
| DST Account Type |
RightCapital Subtype |
| Non-Retirement |
Taxable |
| Retirement |
Pension (Non-Taxable) |
| Education |
529 Plan |
| Health |
HSA |
| Annuities |
Annuity (Taxable) |
RSA encryption workflow:
- Build XML request with credentials
- Encrypt with DST public key
- Sign with RightCapital private key
- DST verifies signature and decrypts
| Purpose |
Pattern |
| Get accounts by TIN |
POST client/accounts/tin/{tin} |
| Get summaries |
POST client/summary/tin/{tin} |
| Get next page |
POST {url}/next/{link_id} |
| Component |
Path |
| Connector |
retail-api/app/Integrations/Dst/Connector.php |
| RSA Encryption |
retail-api/app/Integrations/Dst/RsaKey.php |
| Integrator |
retail-api/app/Integrations/Dst/Integrator.php |
| Models |
retail-api/app/Integrations/Dst/Models/ |
Symptom: Search returns empty results
Solution: Verify TIN is correct; check with DST if accounts exist