Usacomplaints.com » Business & Finance » Complaint / Review: Ameriprise - Account transfer mishandled. #431732

Complaint / Review
Ameriprise
Account transfer mishandled

My partner and that I desired to shut his IRA with Ameriprise and move area of the cash to an IRA at our lender and also the relaxation to an IRA at another broker.

We gave them particular directions, as well as published about the types the move towards the lender was to occur first and just next was the remaining to be delivered to another brokerage company.

Ameriprise dismissed our directions and delivered the whole add up to the broker company and nothing towards the lender.

They evidently can't follow easy directions (we even-numbered them 1 and 2).

They made no try to contact us about any issue, simply did that which was evidently simplest for them aside from our demand.


Offender: Ameriprise

Country: USA

Category: Business & Finance

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