Frequently Asked Questions
We understand that deciding to begin a conversation often starts with a few important questions. Here are answers to some of the ones we hear most often.
No. Every conversation begins with understanding your situation. If we believe we may be able to help, we’ll explain why. If we don’t, we’ll tell you that as well.
We focus on overlooked or unclaimed financial assets that may be rightfully yours—such as unclaimed property, dormant accounts, unpaid benefits, and other surplus funds.
We review some basic information about your situation and research available options. If we find a potential match, we’ll explain your opportunities and the next steps.
Timelines vary depending on the opportunity and the institutions involved. Some are resolved in a few weeks, while others may take several months. We keep you informed every step of the way.
Absolutely. We take privacy and data security seriously. Your information is never shared, and we follow strict confidentiality practices.
If we don’t find anything that matches your situation, you owe nothing. We’ll let you know and wish you the best.
No. The initial conversation is always free, with no obligation. We only get paid if we successfully recover funds for you.
It’s simple—reach out to us. We’ll have a conversation, learn more about your situation, and guide you from there.
