Where Do I Log In?

Fisher Investments Private Client Account Information

If you are a client of Fisher Investments Private Client Group looking for account information, your best resource is your client service team; no log-in credentials necessary!

To see details of your account (including balances, asset allocations, individual portfolio performance and specific holdings), your most up-to-date resource is your independent custodian’s website.

If you need help accessing your custodian’s website, call us at 1-800-550-1071, or email your client service team and we will be happy to direct you to the appropriate place.

“Why Do You Not Provide an Account Log-in on Your Site?”

Simple! It is because Fisher Investments does not hold our clients’ money directly.

All clients’ investments are held at reputable custodians. Using a third-party custodian promotes transparency by allowing our clients to independently verify what is in their portfolios.

In short, any portfolio information available to Fisher Investments is also available to clients via their custodian. Contact your client service team for assistance accessing your account.

Log-in and Account Information for Fisher Retirement Services

If you are an employee of a business with a 401(k) program managed by Fisher Retirement Services, you can find information on how to access your account by emailing contact401k@fi.com or calling 1-888-322-7586.