Client information and login

Client Brochure

In choosing to partner with Berthel Fisher Companies, you and your advisor have the support of a solid company with over 30 years of experience in investment solutions.
Coupled with the clearing and custodial services of Fidelity Clearing & Custody Solutions, rest assured your financial representative has the resources, and experience necessary to focus on what is most important; providing solutions to help meet your financial goals.

To learn more about your advisor’s partnership with Berthel Fisher click here.

Client Login

We offer 24/7 online access to your brokerage accounts. With this service you can check your positions, balances and order history. You will also get market data, news, quotes and research. You can also utilize various educational tools, including financial calculators.

To get setup to view your accounts online access:

Login to Wealthscape Investor