Ready to Start Your Journey to a Better Financial Future?
Once youโve decided Fisher Investments is right for you, weโre here to make becoming a client as seamless as possible. Our simple, personalized new-client-onboarding process is designed to be straightforward and collaborative. It features specialized resources designed to give you confidence and peace of mind that your financial future will be handled with care and experience.
Becoming a New Client
The start of your financial journey with us is a personalized process designed to prioritize your unique needs, financial situation and long-term goals. Below is a step-by-step process of what to expect as you become a new client.
1. Initial Consultation
Begin your journey with Fisher Investments, by requesting an appointment to speak with an experienced Fisher Investments representative. Weโll take the time to learn about your financial goals, unique circumstances and current investments, and together, we will determine if we are the right fit for you and your long-term goals.
2. Confidential Client Agreement
If Fisher Investments is the right fit for you and you want to formally become a client, you will complete a Confidential Client Agreement.
3. Client Service Team Introduction
Next, you’ll be introduced to your Investment Counsellor, your primary point of contact with Fisher Asset Management, LLC ("FAM") and liaison to the strategic portfolio decision-makers, the Investment Policy Committee (IPC). During this in-depth introduction, we’ll seek to learn more about your retirement goals, financial situation, family, health, as well as your interests and aspirations. The better we know you, the better we can tailor an investment strategy to your unique financial objectives.
4. Account Set-Up & Funding
Weโll assist you in establishing your account(s) with large, well-known third-party financial institutions who will be your custodian and hold your assets. To make the process as simple and seamless as possible, we will help you complete any necessary paperwork to establish your account(s) and initiate transfers.
5. Financial Summary & Portfolio Recommendation
Your Investment Counsellor will share details from your introductory meeting with our Portfolio Evaluation Group, who will create a portfolio recommendation tailored to you at the direction of the IPC. Weโll walk you through this recommendation to help clarify every aspect.
6. Strategy Implementation
Once youโve discussed and approved your portfolio recommendation with your Investment Counsellor, FAM will implement your tailored strategy.
7. Ongoing Support
After becoming a Fisher Investments client, youโll receive world-class client service and support tailored to you. We want our clients to understand their investment strategy and, more importantly, the reasoning behind our decisions. Thatโs why we keep you updated and informed on the markets, our outlook and the drivers of our portfolio decisions.
Learn More
Learn why over 210,000 clients* trust FAM and its affiliates to manage their money and how we may be able to help you achieve your financial goals.
*As of 30/09/2026. Includes FAM and its affiliates.
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