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Ameriprise / account transfer mishandled

1 United States

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.

Li

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