Business & Finance Personal Finance

How to Find My IRA Account Number

    Instructions

    • 1). Examine your account opening paperwork. Without fail, your account number must appear on these documents, as they are the official documents certifying the existence of your account.

    • 2). View your monthly brokerage statement. Generally, your account number will be prominently displayed on the first page, although sometimes part of the number will be redacted for the sake of privacy and account security.

    • 3). Call your investment adviser, or the toll-free number of your online brokerage. Firms must maintain account numbers by law, and you have the right to obtain your account number from them once you certify you are the rightful account owner.

Leave a reply