Will I still have access to the same Ameriprise products and services?
The Ameriprise Personal Wealth Group offers similar products available through Ameriprise. You'll continue to have access to a range of financial solutions, including investments, insurance, annuities and banking services.
Will I continue to work with my current advisor?
No, you’ll begin working with your new Ameriprise Personal Wealth Group team — a group of licensed advisors ready to support you. With your new team, you’ll build on the progress you’ve already made with your advisor, ensuring that your financial plan proceeds without interruption.
How often will I meet with my new advisor team?
With the Ameriprise Personal Wealth Group, you receive the enhanced support of a dedicated team, so you and your goals get the attention they deserve.
The frequency of appointments depends on your preferences and the type of advice you select. Our goal-based advice includes annual appointments. If you receive investment advice, you’ll meet with your advisor twice a year, and comprehensive planning clients meet quarterly. You can always contact the team between scheduled appointments whenever you have questions.
Will my fees or account structure change?
Your fees will remain the same unless you choose a different type of advice. Since you're transitioning to a new advisor team within Ameriprise, your portfolio will continue to be managed with the same trusted care and attention.
What if I have complex financial needs?
Your new advisor team includes solution specialists who are equipped to handle sophisticated financial situations. Whether you need guidance on estate planning, tax strategies or advanced investing, the Ameriprise Personal Wealth Group has the background and knowledge to support you.
How do I know my information is secure during this transition?
Your transition happens entirely within Ameriprise's secure systems. No external transfers or new account openings are required. Your financial information remains protected under the same security protocols you've always experienced with Ameriprise.
Our efforts are backed by our online security guarantee, which covers 100% of the value of losses in your Ameriprise® account(s) due to unauthorized online activity, if we conclude that losses were incurred from your account through no fault of your own.
Can I return to my old advisor if I don't like the new team?
We’re confident you’ll love working with the Ameriprise Personal Wealth Group. But if you have concerns, we’ll help you explore other options. You can also search for a financial advisor on your own to find one that fits your needs.