Modern financial records, archived brokerage statements, merger notices, and investment paperwork organized on a desk during a brokerage account search.
Investments, Types of Unclaimed Money

How to Find a Lost Brokerage Account

If you’ve lost track of an old brokerage account, you’re not alone. Brokerage firms merge, accounts become dormant, and investors often forget about investments opened years ago. This guide explains how to locate lost brokerage accounts, determine whether assets were transferred to another brokerage or your state’s unclaimed property office, and recover your investments.