A family member put in a request with Fidelity to transfer out from Ameriprise last night. Apparently Ameriprise got the request today and the advisor called at least twice to talk about it. I wasn't on the call but it sounds like he was fairly belligerent, which is not ok whatsoever. Apparently he even demanded to know who the Fidelity advisor was that my family member was working with. The Ameriprise advisor says it will take "a while", but FINRA says transfers should occur "quickly and efficiently." What is a reasonable timeframe here?
Statistics: Posted by alpenglow — Thu Jan 25, 2024 6:40 pm — Replies 5 — Views 302