How do I track down old stocks?
Call the Financial Stock Guide Service at (800) 367-3441 and ask for the custom research department. They will be able to tell you, for a fee, whether or not your shares are active or obsolete. In business since 1927, they also publish a directory that updates annually. Go to www.spinksmythe.com or call (800) 622-1880.
The best place to start is to check with the share registrar – the organisation that maintains the list of shareholders in a particular company – that is named on the certificate. There are three main registrars in the UK – Capita, Lloyds TSB and Computershare.
How do I find old investment accounts?
You can use the Treasury Hunt search engine, at www.treasurydirect.gov/indiv/indiv.htm, to track down matured savings bonds or missed payments from securities. Click on “Search for Your Securities in Treasury Hunt.” Simply type in your Social Security number to start.
Enter the ticker symbol in the search field of a financial services website, or use the stock-tracking tools provided by most major Internet browsers and search engines. For example, Yahoo! and Google both offer market information. You can also find daily stock information in the newspaper.
You can trace other lost shares by contacting the three main share registrars: Link Asset Services (Linkgroup.eu or 0371664 0300); Computershare (Computershare.com/uk); and Equiniti (Equiniti.com or 0371 384 2030).
How do I find deceased accounts?
If a loved one has died and you are the rightful heir, you should search to see whether there is unclaimed money or property in their name. You can do an almost-nationwide search at the free website www.missingmoney.com. You can choose to search a single state or all states that participate.