We know change isn’t easy. That’s why from the moment you sign the offer letter and through key steps of your transition, our dedicated transition team will be with you to help provide support. From our corporate office to field resources, you’ll have access to the services, technology, training and leadership you need to start off strong.

• Field vice president (AFG) or branch manager/complex director (AAG) – Your primary channel to Ameriprise and the person who will help ensure you’re up and running as quickly as possible
• Transition manager – Provides coaching, guidance and support with a customized plan from the time you sign your offer through the first 120 days
• Technical help line – Provides comprehensive technical support
• Support desk – Helps move your clients and book of business, facilitates new account transfers and coaches you through procedures and services
• Concierge desk¹ (for $500K+ GDC only) – Provides support for your growing practice
• Onsite support team² (for $500k+ GDC only) – Assists with new account opening and transfer paperwork, business tracking, coaching and training

We understand the amount of work it takes to transfer client accounts to a new firm. That’s why your support team will assist with new-business paperwork, explain how to submit business forms and avoid common pitfalls, and provide tracking tools to help manage new business. Plus, to help minimize costs, we’ll reimburse your clients for both ACAT and non-ACAT transfers up to $199 per account during your first 120 days at Ameriprise³.

Services to help ensure a smooth transition

• Mutual fund book-of-business review – Reviews the funds in your book and breaks down how each fund aligns with our product offerings
• Separately Managed Accounts Program – Helps identify which of your separate account managers and strategies are already available for transfers and new sales
• Accommodation Annuity Program – Continue to service certain annuities sold prior to joining Ameriprise and be paid trail commissions on them