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Broker Confirmation Letter basics

If someone close to you has passed away and may have had investments, a Broker Confirmation Letter can help you figure this out. If you need to confirm that the deceased had stocks, bonds, or other investments, a Broker Confirmation Letter can help you quickly get that information.

Use the Broker Confirmation Letter document if:

  • You need to confirm a decedent's ownership of stocks, bonds, or other investments.
  • You want to obtain the values of the investments in the account as of the decedent's date of death.

Maybe you know they had an investment portfolio, or maybe you're not sure, you can get the details with a Broker Confirmation Letter. The last thing you probably want is to drown in paperwork or miss out on an inheritance that's rightfully yours. Not everyone leaves a detailed will with information about investments so figuring that out might be completely left to you. Luckily, there's a reasonably easy way to find out what, if any, investments the deceased has. A Broker Confirmation Letter can help you find out details about investments.

Other names for this document: Broker Letter of Confirmation

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Sample Broker Confirmation Letter

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