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How to Protect Yourself from Being Deemed a “Lost” Mutual Fund Shareholder
Mutual fund shareholders face a growing risk: states are using increasingly aggressive tactics to take individuals’ “lost” property, including financial accounts, and are using the money to close state budget shortfalls.
ICI is working to educate fund shareholders like you about this practice. This section of our website provides resources to help you find “lost” accounts, and give you the information you need to protect yourself in the future.