How to Protect Yourself from Being Deemed a “Lost” Mutual Fund Shareholder
Mutual fund shareholders face a growing risk: states are using increasingly aggressive tactics to take individuals’ “lost” property, including financial accounts, and are using the money to close state budget shortfalls.
ICI will continue to work to address these issues, and to protect assets held in retirement accounts owned by residents across the country.
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What You Can Do to Protect Yourself
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Frequently Asked Questions About Lost Property
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Contacting Your Fund Company or Financial Institution
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Additional Resources
