Fisher Investments Client Complaints Form
Fisher Investments takes client complaints seriously. We are committed to helping resolve any complaints or feedback you may have. In addition to the robust complaint handling processes currently in place—available to you through your dedicated team of
investment professionals—this form provides another opportunity to provide service feedback. We always welcome your comments on how we can improve and look forward to helping resolve your concerns or complaints as quickly as possible.
Please use the form below to provide your feedback directly to Fisher Investments’ management. All feedback and complaints Fisher Investments receives helps us understand how we can continue to improve and better your experience as a client. We will carefully
review every item and ensure the proper teams are alerted to your concerns.
Recommendations on Leaving Effective Complaints to Fisher Investments
We recommend including a few key pieces of information in any feedback you provide:
When did the activity that caused your concern or complaint occur?
Where did the activity that triggered your concern or complaint take place?
For example, on a call, at our office, online or during an in-person meeting or event?
Whom at Fisher Investments were you working with?
How can we best resolve your concern or complaint, or, deliver better service in the future?