Have sat on marital inheritance of mutuals & stocks since 1968,mainly Western utilities plus minimal purchases in the 1970s-odd lots,mutuals,stocks. As an ignoramus & infrequent player,have gotten along with no broker after early ones moved or died Did not keep precise records of mergers,dividends, div. reinvested,capital gains nor splits.So my initial cost basis factors are hazy. How do I derive necessary info.in case of future sale or conversions or death? Do all or just some mutuals & stocks have Internet access to personal records free or at a charge??? Or is it necessary to snail- mail 14 entities for required records.? Suggestions?????????
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