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What stays the same?

You'll experience minimal changes as we complete this transition. Your relationship with your financial advisor stays the same and you'll receive the same personalized service and financial guidance you've come to expect. You'll continue to work with the same:

  • Advisor
  • Brokerage account numbers
  • Online access to your account, username and password
  • Phone numbers and addresses for service
What will change?

The most visible change you'll see is the new company name. Over time, you can expect to see:

  • The Ameriprise Financial name and logo on your statements and other company correspondence
  • New Ameriprise Financial signs at your advisor's office
  • New Ameriprise Bank, FSB checks, cards and deposit slips
  • A new FDIC-insured cash sweep option1 for clients with eligible cash management accounts
For more information

We'll inform you well in advance of any additional changes to come. You can also find updates at ameriprise.com/welcome.

About Ameriprise Financial

Ameriprise Financial has been a leader in financial services for more than 110 years. We have a long history of helping clients achieve their goals, and today we have approximately 12,000 financial advisors who provide one-to-one financial advice to 2.8 million clients.

Learn more about Ameriprise Financial

H&R Block Financial Advisors, Inc. has become Ameriprise Advisor Services, Inc., an Ameriprise Financial company and is no longer affiliated with H&R Block Inc. or any of its affiliates. Investments and financial advisory services are offered through Ameriprise Advisor Services, Inc. Member NYSE/FINRA/SIPC. All references in this website to H&R Block Financial Advisors, Inc. should now be considered references to Ameriprise Advisor Services, Inc. Some products and services described in this website may not be available in all jurisdictions or to all clients.

Ameriprise Financial is the umbrella marketing name used by two separate and distinct registered broker-dealers of Ameriprise Financial, Inc.: Ameriprise Advisor Services, Inc. and Ameriprise Financial Services, Inc.

Ameriprise Bank provides certain deposit, lending and personal trust products and services to Ameriprise Advisor Services, Inc. Ameriprise Bank and Ameriprise Advisor Services are subsidiaries of Ameriprise Financial, Inc.

1 For the most up-to-date information about the Ameriprise® Insured Money Market Account (AIMMA), please view the AIMMA disclosure and terms & conditions, or call the Investor Center at 1-866-295-7912.