How do I obtain the information for the mutual funds that are in my name?

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mutual funds
yellowcellica asked:


My parents invested my money when I was little in mutual funds but now its time to get out of my house and they wont tell me my account numbers or anything I need to know how to find this.

Allan
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    • This entry was posted on Friday, July 30th, 2010 at 10:24 am and is filed under Finance. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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    No Responses to “How do I obtain the information for the mutual funds that are in my name?”

    1. Bratso Says:
      July 31st, 2010 at 4:53 pm

      If you are a minor you can not do anything, because that is the way it was set . About the account numbers: Your parents get reports @ their address from the investment company or Bank and your SS# is the Account number plus the way it was set you can just be only the beneficiary.Go to your Bank and ask in information that you want to talk to an investment adviser and get yourself educated in Mutual funds and also ask the same question to him or her and you will know the best way to resolve and get the correct answer. I hope this will help you.

    2. Dr. Deth Says:
      August 2nd, 2010 at 4:44 pm

      if you are over 18 (I’m assuming yes) and if the accounts are totally in your name with your soc security number on them and nothing with their names on it, then you are legally the sole owner of those funds. Unfortunately you may have to bring legal action to get at them if your parents won’t cooperate. Why are they withholding thee info/funds from you? - or maybe they spent the money