Client Resources





FISN’s clients have come to expect that all forms and information regarding our investments are easily and readily available online. We are happy to continue this trend towards excellent client service with our Client Resources section. In this section, you will find all of the information you will need to open, maintain, and alter your account here at FISN. Some aspects of our Client Resources page that our clients have enjoyed previously:

  • Apply Online – Here you can begin the process of opening a FISN account immediately, by filling in the information provided and allowing one of our Investment Managers to call you within 24 hours to begin learning more about how FISN can help provide you with experience investment advice.

  • Fees – At FISN, we believe all of our fee’s should be clear and apparent to our clients right from the start. Under our Fees tab, you will be able to see any and all of FISN’s fees even before you open an account with us.

  • Forms – Under the Forms tab, you will be able to find and fill-out any FISN.com form that you should require for your account, such as a Change of Address or a One Time Distribution Request. Almost all of these forms are also available as PDF Fillable Forms, allowing you to simply fill out the form on your computer to print out or sign. Our Operations and Investment Professionals are always available to discuss the proper way to fill out any of our forms as well, simply give us a call at 800-351-4494.