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