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View Full Version : Need Old Statements from Schwab going back to 2001-2013


paenright
May 17, 2014, 11:19 AM
I'm trying to obtaining old monthly statements for an estate account and all records were lost from a move. I'm only able to get 10 years of statements. I need all the records of what was credited and debited in this account for accounting purposes. How long does a financial institution keep records in their microfiche. Please help am all stressed out.

ScottGem
May 17, 2014, 11:37 AM
I believe they are only required to keep records for 7 years. But why are you asking us and not them? Also why do you assume they have records on fiche? That's old technology.

tickle
May 17, 2014, 01:03 PM
In Canada, they are only required to keep six years back; and yes, fiche??