We are pleased to announce the launch of the new client portal for Private Portfolio Service (PPS) clients. Invitations to access the client portal will be sent via email by Tuesday 9 April. Please note that this new client portal replaces the previous one, which is now inactive.
You can access the client portal using these supported browsers: Mozilla Firefox, Google Chrome, Microsoft Edge, and Safari. Using other browsers may result in an error message.
Logging into the portal for the first time
You will receive an email from [email protected] with the subject line ‘Fisher Funds Web Portal Invitation’ which includes a URL link to the portal login page.
A code will be sent to the phone number associated with your account.
You’ll need to enter the code to gain access to the portal.
You will be prompted to set a password for security.
Now you can easily access your portfolio.
Here are just some of the features of the portal
Find and generate reports
View your portfolio(s) details
View your cash transactions and assets
View detailed search results of your transaction history
View your contact details
Need some help?
If you’d like to know more about the portal, or need any help getting set up, our friendly team is always happy to help. Reach out directly to your adviser.