Dedicated support for your customized move
When you’re ready to make the move to Ameriprise, the idea of transitioning your business doesn’t have to be intimidating.
With our proven best practices, we’ll help you make your move as smooth as possible.
Proven, customizable transition process
We’ve built our transition process through years of experience, helping advisors just like you move their business to our firm. We’ll customize this process to meet your individual needs, while giving you the tools, technology, training and leadership you need to start building the practice you envision.
- Dedicated transition team – Work with a team that will help you establish an onboarding and communications strategy, anticipate and navigate challenges and gradually introduce you to products and services.
- Transfer registration assistance – Transfer your FINRA registration and general licenses — from any state — to Ameriprise with specialized assistance.
- Announcing your move – Access the materials and resources you need to announce your move and start expanding your presence in your local market.
- Transferring client accounts – Receive assistance with completing new-business paperwork and opening new accounts.
- Technology access & support – Manage both your clients and your practice with our secure, integrated technology. Our OnboardProTM experience helps you further personalize your transition for each client – and allows you track progress online.
