13 May, 2021 → by ClaimboUser846843
Old Fidelity Accounts
1
I had been investing in Fidelity accounts for many years 70's 80's and 90's., So when we sold our house in 1999 I took $42000 and invested $21000 in Fidelity Puritan and $21000 in Fidelity Value. Also, at that time I changed our mailing address. After that, I don't remember seeing anything from Fidelity. I forgot about the account until last December when I ran across the letter sending the monies and the address change. I contacted Fidelity both by letter E-Mail and by phone but have been getting a run around on whether the accounts exist. I have talked to multiple representatives and they say any account that has been inactive more than ten years is dispersed, to what or where I don't know. They say the only record they have was when I retired from Disney in 2007 I transfer my 401 accounts to iRA's, These accounts are not IRA's Fidelity Puritan 004/[protected] Robert & Jean Munroe Fidelity Value 039/[protected] Robert Munroe Fidelity Low-Priced Stock 316/[protected] Robert Munroe Fidelity Dividend Growth 330/[protected] Robert Munroe Fidelity Blue Chip Growth 312/[protected] Jean Munroe Fidelity Dividend Growth 330/[protected] Jean Munroe Robert C Munroe ss# [protected] Jean A Munroe ss# [protected] 8700 Spyglass Loop Clermont, Florida 34711 Phone [protected] or [protected] E-Mail [protected]@yahoo.com