Unclaimed Stocks, Mutual Funds, Bonds, and Dividends

Reclaim Your Investments: Unclaimed Stocks, Mutual Funds, Bonds, and Dividends

Investments can be forgotten during life changes, leaving stocks, mutual funds, bonds, and dividends unclaimed. Here’s how to recover these assets


Finding Unclaimed Investments

Your unclaimed investments may be sitting with state treasuries or financial institutions. Here’s where to look:

  • Brokerage Firms: Contact any past brokerage firms to inquire about old accounts.
  • State Unclaimed Property Offices: Use your state’s unclaimed property database to search for unclaimed investments under your name.


Claiming Your Investments

Reclaiming these investments involves providing proof of ownership:

  • Documentation: Gather any account statements, purchase confirmations, and identification documents.
  • State Procedures: Each state has specific procedures for claiming unclaimed property, including completing forms and possibly working with a legal representative.


Don’t let unclaimed money slip through your fingers. Take a moment to search your state’s unclaimed property database and see if you have any hidden treasures waiting to be claimed. Visit Your State’s Unclaimed Property Office to start your search today!