If you’re a client of Fisher Investments Private Client Group looking to access information about your account online, please contact your Investment Counselor.
You will need to go to the website of your independent custodian to see details of your account (including balances, asset allocations, individual portfolio performance and specific holdings).
You can either call us at 1-800-550-1071, or email us using the "Contact Your Investment Counselor" form on this page, and we’ll be happy to direct you to the appropriate place.
Simple! It’s because Fisher Investments never holds any of our private clients’ money directly.
All clients’ investments are held at well-known custodians. Using a third-party custodian promotes transparency by allowing our clients to independently verify what’s in their portfolios.
In short, any portfolio information available to Fisher Investments is also available to clients via their custodian. Contact your Investment Counselor for assistance accessing your account.
If you’re an employee of a business with a 401(k) program managed by Fisher Investments, you can find information on how to access your account at https://www.fisher401k.com/401k-account-login.