Client Login Information

If you’re a client participating in our pilot program, you can log in to complete the following tasks:

• Upload and access portfolio statements
• View invoices
• Share documents securely with your client service team

Login

Access will gradually expand to include all clients. Please contact your client service team at 1-800-550-1071 with any questions.

Looking for Portfolio Information?

For account balances, asset allocations, portfolio performance and specific holdings, your third-party custodian bank’s website is your most up-to-date resource because Fisher Investments 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 1-800-550-1071 to talk with your client service team and we’ll be happy to assist you.