Looking for your 1099 tax forms?
You can find these forms by logging into your third-party custodian bank’s website since Fisher Investments does does not hold client money directly. We believe using a third-party custodian promotes transparency by allowing clients like you to independently verify what is in their portfolios.
For help, email us or call (800) 550-1071 to talk with your client service team. Weβll be happy to assist you.
