Getting started on your move to Ameriprise Financial

We're excited to welcome you and your financial advisor to Ameriprise Financial.

To verify your accounts that are moving to Ameriprise, you should have the following items ready before you begin our secure set up process:

• The Reference ID number and your name as they appear in the email from your advisor
• Your account information, including your statements for the accounts moving to Ameriprise

Please allow about 20 minutes to complete this process. You’ll need to start from the beginning if you have to step away for more than 30 minutes.

If you have any questions, please talk to your advisor.