Your Investment & Retirement Solutions

In the 4 – 6 weeks following the transfer on February 11, you’ll receive a transition packet directly from Ameriprise via email or mail. This packet will include transition action items, including but not limited to, document signatures and online account access.

Once submitted, you will need to register to access your accounts with Ameriprise.

Rest assured, your financial advisor will be there to explain any changes and help ensure you’re making choices that align with your financial goals!

In the 4 – 6 weeks following the transfer on February 11, you’ll receive a transition packet directly from Ameriprise via email or mail. This packet will include transition action items, including but not limited to, document signatures and online account access.

We’ll begin the transfer process in February 2025. Your financial advisor will work closely with you through any steps you'll need to take to complete the process.

Once all necessary actions are taken, your assets will be transferred to your new accounts seamlessly. 

Until you complete and submit your transition packet, you will continue to view your investments with CFS using your current login credentials. After your packet has been submitted, you will need to register with Ameriprise and it may take a few days to transfer your funds to Ameriprise’s system.

After the upcoming transition, you will temporarily be unable to view your investment account details within Skyla’s digital banking. Rest assured; we are actively working on establishing a new connection to restore this functionality. We’ll notify you as soon as this option becomes available. Thank you for your patience and understanding!

• Anytime access to your investments and smart technologies to help you stay on track, so we can help you adjust to whatever life brings - both expected and unexpected.
• Financial tools to help create an income strategy that covers essential and lifestyle expenses as well as solutions to prepare for the unexpected.
• Secured client site offering detailed account information and e-signature capabilities for document management.
• A mobile app for convenient access to your financial details on the go.
• TotalView is an account aggregation tool that gives you and your advisor a complete view of your financial picture, including assets held outside of Ameriprise.