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  2. Transferring Custodians: How To

Transferring Funds From Ameriprise

To check on the status of your transfer request from Ameriprise please follow the steps below:

  • Dial (800) 862-7919
  • You will be asked what kind of transfer you are inquiring. Reply "Non ACAT"
  • You will be asked your account number, social security number, and personal information