Long story short, my partner’s step-parent has made some curious financial decisions and is an overall jackass. One of these decisions has been to over my partner’s lifetime, open various investment accounts in his name, without his knowledge. The step-dad never informed my partner of these accounts, the number of them, what institutions they are with, etc. and refuses to answer any questions - we simply learn of them when he moves and doesn’t update the address and eventually they track it back to us all the way across the country. The other issue is that because my partner was unaware of these accounts, taxes weren’t being paid on anything which has lead to several seriously fun tax returns. My question is, is there a way to look up at a high level where your name appears as having accounts so we can just get ahead of this BS?
Submitted September 15, 2021 at 07:30AM by jburns7654 https://ift.tt/3Ei9oaH
