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I'm trying to download the apps of everywhere I have money because I just found out I had a pension from a company I worked for years ago (long before I started paying attention to my money)

I stumbled upon it because I rolled my IRA & Roth through my financial guy, and I believe they are with fidelity (I'm like 99.9% sure) and so I downloaded the fidelity app, put in my social, name etc, to pull up my account, it spit out my username based on those details and BOOM - there was the pension plan summary. Cool, loved finding this extra money. But I don't see my either my traditional & Roth on this account.

Now, the guy who handles those accounts is on vacay for a week (he really is, he's both a business constituent and buddy) and I don't really know where else to look, or if it's possible that I could have two separate ID's even though the information it asked me wouldn't be any different? I can wait until he gets back, but figured I'd see if there is maybe a subsidiary of fidelity it could be in that I'm missing?



Submitted September 08, 2023 at 03:23AM by kingfelix333 https://ift.tt/QblfE2s

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