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Ameripriseaccount transfer mishandled

L Review updated:

My husband and I wanted to close his IRA with Ameriprise and transfer part of the money to an IRA at our bank and the rest to an IRA at another brokerage.

We gave them specific instructions, and even wrote on the forms that the transfer to the bank was to take place first and only after that was the remainder to be sent to the other brokerage firm.

Ameriprise ignored our instructions and sent the entire amount to the brokerage firm and nothing to the bank.

They apparently cannot follow simple instructions (we even numbered them 1 and 2).

They made no attempt to contact us about any problem, just did what was apparently easiest for them regardless of our request.

  • Updated by lived with the psycho all your life · Dec 30, 2017

    ameriprise financial services long island ny Scott valentine
    Map of ameriprise financial services long island ny Scott valentineMap of ameriprise financial services long island ny Scott valentinemap expand icon
    Ameriprise Financial: Valentine Scott
    No reviews
    Financial Planner · 530 5th Ave #16
    Permanently closed.they caught up with him!!!

Responses

  • He has a new job and a new look, don't let him fool you.he will Rob you blind! If he was smart enough he would pull a Ponzi scheme.please check this guy out, before giving him any money.he has no skills, so he steals from everyone.just research him, and you will run away.He lives in a slum and is bankrupt.he is understand a doctor's care.

    -1 Votes

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