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Making your move seamless and successful

Ameriprise Financial has award-winning services and it shows. Our support starts with your transition. We guide you and your clients through key steps with a dedicated transition team and proven processes to make your transition as seamless as possible.

Proven transition process

  • Dedicated transition team – Works with you to establish an onboarding and communications strategy, anticipate and handle challenges and gradually introduce you to products and services.
  • Transfer registration assistance – Assists you in transferring your FINRA registration and general licenses — from any state — to Ameriprise
  • Announcing your move – Access to the materials and resources you need to announce your move
  • Transferring client accounts – Assist you with new-business paperwork and facilitate account openings
  • Technology access & support – Manage both your clients and your practice with our secure, integrated technology

“The best part of the transition process to Ameriprise was knowing that I had a strong team supporting my move and I would have a suite of technology tools to help me better serve my clients.”

Donna Cates, CDFA®, CRPC®
Ameriprise Financial Advisor

At Ameriprise Financial, we understand the transition process — we have on-boarded almost 3,000 advisors. We can help anticipate issues, address your concerns and proactively resolve them.

Learn more about how we'll support you and your clients

 

To discover more about our transition support at Ameriprise, call us at 800.990.5286.

1Concierge desk is only applicable for advisors with a GDC of $500K+

2Onsite support team is only applicable for advisors with a GDC of $500K+

3Program restrictions apply.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.