Your Investment & Retirement Solutions

We’ll reach out to you when something requires action on your part. We’ll communicate by phone, mail, and email with timely information to facilitate a seamless transition.

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!

No - they will still be your financial advisor and be located in the same office. You and your financial advisor will just have more tools at your fingertips!

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. 

You will continue to access your accounts the same way you do now until your accounts transfer over. Your financial advisor will provide you with detailed information well in advance and guide you on how to access your account in the new system once the transition occurs.

• 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.