Are you looking for ways to access the Fisher Investments client login page? You are in the right place. The Fisher Investments client login is available for clients to access their accounts and manage their finances, investment or budget in one place.
In this article, you’ll find information on how to access your Fisher Investments client login where you can create and manage your investment. You can access the client login 24 hours a day, seven days a week to manage your account. The portal is secure, confidential, and easy to use.
About Fisher Investments
Established in 1979, Fisher Investments is an independent money management firm. The company helps its clients reach their financial goals by providing a tailored approach to investment management.
Benefits of Fisher Investments Client Login
The Fisher Investments client login is beneficial to customers of Fisher Investments who are in need of a login and manage their accounts online. Below are some of the well-known benefits of the client login.
- Manage your investment
- Access key information
- Make transfers and trades
- Track your portfolio
- View your account balance
- Download account and tax documents
- Download your account statements and more.
How to Access Fisher Investments Client Login
To manage your account online, you need to first of all access the Fisher Investments client login page. Follow the procedures outlined below to get started.
- 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).
How to Access Fisher Investments Client Login With Mobile App
You can also manage your investment with the Fisher Investments Client mobile app. Follow the procedures outlined below to get started.
- Visit the Apple Store or Google Play to download the Fisher Investments Client app.
- Install and open the app on your iOS or Android.
- Provide your User ID and Password.
- Click on the “Log in” button to access your account.
How To Retrieve a Forgotten Password or User ID
You can access your account even if you’ve lost, misplaced, or forgotten your username or password.
- Visit the Fisher Investments Client Login
- Click on “Forgot Login ID or password”
- Provide your date of birth, the last 4 digits of your SSN or Tax ID, your Zip Code, and your registered phone number.
- Click “Continue” to retrieve and reset your password.
How to Register An Account with Fisher Investments Client
To get started with a Fisher Investments client, you need to create an account. Follow the procedures outlined below to register your account.
- Visit the Fisher Investments client registration page.
- Click on “New User”.
- Enter your account number, date of birth, phone number, and social security number.
- After that, click on “Continue”
- Confirm your identity, create your credentials and choose your login security preferences.
How to View Your Fisher Investments Client Account Statement
You can view your account statements Fisher Investments client portal. To get started, follow the procedures outlined below.
- Log in to the Fisher Investments Client Portal
- On the dropdown menu, select “Account Summary”
Fisher Investments Client Service Phone Number
If you need online support, you can contact the Fisher Investments Client Service Center by phone at 1-800-550-1071.