First Investors customer service number — an expert guide for finding, verifying, and using it

Overview: what “customer service number” really means for first investors

When someone says “First Investors customer service number” they often mean the primary phone line used by a firm’s retail investors for account support, trade questions, fee disputes, or fraud reporting. For first-time investors this number is critical: it is the fastest route to freeze accounts, confirm incoming wiring instructions, and resolve settlement or KYC (know‑your‑customer) mismatches. Because phone contact can be the decisive step in stopping fraud, treat it as an emergency channel for security issues.

This guide explains how to locate the correct number, how to verify that the number is legitimate, what exact information to have ready before you call, sample call scripts, realistic expectations for hold time and escalation, and digital alternatives. The procedures below are vendor‑neutral and designed to work with any broker, mutual fund, bank, or robo‑advisor you encounter.

How to find the right customer service number

Start with the company’s home page URL and the account portal. Legitimate firms place their customer service number in the website header or footer (top or bottom of every page), in the investor relations or “Contact Us” section, and inside secure account dashboards once you log in. If you have mailed statements, the customer service number is also printed on the top right of the monthly/quarterly statement—look for a 1‑800 or local 10‑digit line directly above or next to your account number.

Other reliable sources: official regulatory filings and directories. For U.S. broker‑dealers, FINRA’s BrokerCheck and the SEC’s EDGAR filings list the firm’s registered address and often provide contact details. For banks, FDIC or state banking department websites show the primary contact. Do not rely on numbers found in search engine ads or social posts without cross‑checking the official site.

Verifying a phone number is authentic

Before calling, verify the number in three independent ways: the HTTPS site header (padlock and matching domain), a printed statement you received directly from the firm, and a regulator directory (e.g., FINRA BrokerCheck). If any source disagrees, pick the number that appears on a document issued directly to you (statement, welcome letter) or on the secure client portal post‑login. If you only find a number from a search result, compare domain WHOIS and SSL certificate dates—recently created domains claiming to be long‑established firms are a red flag.

When you call, ask for a ticket/reference number and the name and employee ID of the agent. Legitimate firms will provide a 6–8 digit ticket number and route you to a supervisor on request. If an agent refuses to provide a written confirmation (email or secure message in the portal) of any promised action—especially account freezes or wire halts—escalate the call or end it and call back using an alternate verified number.

Prepare before you call: exact data to have ready

• Account identifiers: full account number (8–12 digits is common), account type (individual, joint, IRA), and exact registration name as printed on the statement.
• Personal verification details: last 4 digits of SSN, DOB (MM/DD/YYYY), and the ZIP code on file. Many firms require at least two of these before discussing account details.
• Transaction details: exact trade date (YYYY‑MM‑DD), trade amount or share count, symbol/Ticker, check/wire amount and receiving bank name, and any confirmation numbers you received by email or post.
• Supporting documents: a recent statement PDF, copies of ID if requested, screenshot of a suspicious email, and the full header of any phishing email (forward to fraud@ or upload in portal where applicable).

What to ask, and a sample call script

Start the call by stating identity and purpose succinctly: “Hello, my name is Jane Doe, account number 12345678. I’m calling to report an unauthorized wire initiated today and to request an immediate freeze and reversal if possible.” Use exact timestamps (e.g., “wire sent at 14:32 ET on 2025‑08‑20 for $7,500 to Bank X ABA 021000021”). The agent should confirm the action taken, provide a ticket/reference number, and give you a timeline—expect initial actions within 15–60 minutes for fraud escalation teams.

Sample script: “I am calling on behalf of my account 12345678. I request an immediate temporary freeze and the associated fraud escalation. Please confirm your name, employee ID, and the ticket number. I need an email confirmation and the expected callback time. If you cannot act now, please transfer me to the fraud desk or a supervisor.” Insist on written confirmation sent to your secure account inbox or to the email on file.

Escalation steps and regulatory backup

• If the first‑line agent cannot resolve: ask for a supervisor and a fraud specialist. Note names, times, and ticket numbers. Ask for an internal SLA—typical firms respond to fraud escalations in 1–24 hours depending on severity.
• If the firm fails to act within the stated SLA or you suspect regulatory violations: file a complaint with the relevant regulator (FINRA for brokers, state securities regulator for local advisors, the SEC for investment advisers) and retain all call logs/screenshots. Keep copies of all correspondence; regulators typically request transaction dates, amounts, and copies of agent confirmations.

Digital alternatives, hours, and realistic expectations

Many firms now provide secure chat in the client portal and a dedicated fraud email (e.g., [email protected]). For non‑urgent matters, use secure messaging to create an audit trail. Phone hours for retail investor support are usually 8:30–5:30 ET on business days; extended hours (7:00–22:00 ET) are common for large brokers. For fraud, firms often operate 24/7 escalation lines—confirm this expectation when you call.

Expect hold times to vary: routine account inquiries are often answered within 5–20 minutes during business hours; fraud escalations are prioritized and may take 15–90 minutes for initial action. If you need fee or rate information, ask for the exact fee schedule line item (e.g., “custody fee: 0.25% annually, billed quarterly”) and request the historical fee table for the last five statements if disputing charges.

Final recommendations

Always verify any customer service number against a document or the secure portal before sharing sensitive data. Keep a local, offline list of your firm’s verified numbers and escalation contacts (supervisor, fraud desk, compliance) and update it annually. If you are a first investor opening accounts in 2025, make a checklist with the items above and store copies of all confirmation emails and ticket numbers—these are your best evidence if you need to escalate to regulators or pursue chargebacks.

Using the steps in this guide you’ll be able to find the correct “First Investors” customer service number, verify it, prepare the exact documentation expected by support teams, and escalate effectively if the issue is not resolved promptly. This protocol minimizes risk and shortens resolution times for the most common account problems first‑time investors face.

What happened to first investors in financial services?

The acquisition, previously announced on September 1, 2021, closed today at the agreed upon conditions and within the period indicated at signing. First Investors, which has been renamed Stellantis Financial Services US Corp., will be the foundation for Stellantis to grow a full-service captive finance arm.

Where is First Investors located?

First Investors Financial Services Group, with its corporate office located in Houston, is an independent consumer finance company. Established in 1988, it originates automobile loans indirectly through relationships with franchised automobile dealers and directly to consumers in the United States.

How do I contact investors?

To contact an investor for a meeting, send an email request, as it is quick and easy to forward around an investor firm or angel network. Your email should include an articulate elevator pitch telling the investor who you are and what you do.

How do I contact first investors?

Call Customer Service at 800-249-6305 to discuss.

How much to put in the first investment?

Most investment accounts don’t require a minimum investment. Investments, such as mutual funds or stocks, can have a share price. However, some brokerage accounts allow you to buy partial, or fractional, shares. That means you can invest a dollar amount, in some cases as little as $5 or $10.

What is the first investor fund for income?

First Investors Fund For Income seeks high current income and, secondarily, capital appreciation by investing in high-yield, below investment grade corporate bonds.