How to Reply to an Abandoned Property Notice - Fidelity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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How to Reply to an Abandoned Property Notice

Receiving an abandoned property notice is unsettling and may cause you some concern. In most cases, it's not too late to stop your Fidelity assets (including your accounts and/or checks issued from your accounts) from being turned over to your state's unclaimed property division—a process called escheatment. . Call us at 800-343-3548 if there are uncashed checks issued from your accounts or if you have any additional questions or concerns. Note: Unfortunately, if your state required Fidelity to turn over your assets, you'll need to contact your state's treasury department. You can start by visiting the .

What to expect

After you've followed the directions we've provided and successfully completed any required updates, your account is no longer identified as abandoned property. If you need to update your address, the change is effective immediately and you will receive a mailed confirmation from Fidelity within 3–5 days. Please follow these guidelines to avoid future notices: Make sure to keep your account information current with an up-to-date mailing address, email address, and login information. Keep your account active by either logging in to your account or calling us at 800-343-3548. Remember to cash checks issued from your Fidelity accounts when you receive them. Please wait while Fidelity's Virtual Assistant loads.

Questions

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