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Form 402004 - Ameriprise Financial Planning Service Cancellation and Refund Request Use this form to

Form 402004 - Ameriprise Financial Planning Service Cancellation and Refund Request Use this form to 2025

Form 402004 - Ameriprise Financial Planning Service Cancellation and Refund Request Use this form to Preview on Page 1

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The document is a cancellation and refund request form for Ameriprise Financial Planning Services. It allows clients to cancel their service relationship and request a full or partial refund, detailing the necessary information and steps required for processing such requests. The form includes sections for client information, request type, reasons for refunds, methods of refund, and required signatures from clients or advisors.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to change Ameriprise advisors?

If you are ever dissatisfied with the service you receive, you can request a different financial advisor by calling Customer Service at 800.862. 7919.

How do I complain about Ameriprise?

Contact your financial advisor right away. If you dont have a financial advisor, contact Customer Service at 800.862. 7919.

What is Ameriprise Financial?

With more than $1.4 trillion in assets under management and administration, Ameriprise Financial is one of the largest diversified financial services firms in the U.S. We maintain leadership positions in each of our core business segments: Advice Wealth Management, Asset Management, Annuities and Protection.

How do I terminate my financial advisor?

No matter how you choose to part ways with your financial advisor, make sure to keep the interaction professional and respectful. While an in-person meeting can provide closure, it might not be necessary. An email or phone call can suffice, especially if the relationship has deteriorated.

Is my money safe with Ameriprise?

Our efforts are backed by our online security guarantee, which covers 100% of the value of losses in your Ameriprise account(s) due to unauthorized online activity, if we conclude that losses were incurred from your account through no fault of your own.

How do I cancel my home advisor subscription?

You can start by contacting HomeAdvisors customer care desk. They can terminate your subscription or even change it if that is what you want. By unsubscribing, you will not get emails from them. You can also contact a live agent and have your account be canceled or deleted.

How do I cancel my Ameriprise account?

If you wish to cancel the Service without a refund, you may call 1.800. 862.7919 to work with a Home Office agent over the phone.

Does Ameriprise charge a lot of fees?

Ameriprise Financial Services is competitively priced and prides itself on fee transparency. However, some fees and minimums are still relatively high because of the type of complex and personalized services available through the advisory firm.

Form 402004 - Ameriprise Financial Planning Service Cancellation and Refund Request Use this form to 2025

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