Client Login Information
If you were invited to participate in the pilot of the Fisher Client Center, you can log in to complete the following tasks:
- Upload and access portfolio statements
- View invoices
- Share documents securely with your client service team
We plan to provide access to all clients in the future. Please contact your client service team at 1-800-550-1071 with any questions.
Looking for Portfolio Information?
Please visit your third-party custodianβs website for account balance, asset allocation, transaction, or holding information.
For help, email us or call 1-800-550-1071 to speak with your client service team.
