Locating an old Fidelity Investments account can be accomplished by searching through personal archives for historic paper statements, tax forms (such as Form 1099 reporting dividends or interest), or old employer retirement plan documents. If those are unavailable, contacting Fidelity's customer service directly with your Social Security number and identification details allows their representatives to search archived database systems for dormant or lost accounts. Additionally, checking state unclaimed property databases is helpful if the account was turned over due to inactivity.
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