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Comerica Financial Advisors and Ameriprise Financial FAQs

My New Comerica Financial Advisors Experience

Comerica Bank is excited to announce its new partnership with Ameriprise Financial. This new partnership is founded upon our shared commitment of putting clients first. We’re confident their depth of expertise in helping clients reach their financial goals will enhance our ability to help you reach the next step in your financial journey. For nearly 175 years Comerica Bank has been committed to putting clients like you at the center of everything we do, making your satisfaction our highest priority. With our new Ameriprise Financial partnership, we will Raise Your Expectations® even higher.

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For more than 125 years, Ameriprise Financial has earned clients’ trust by providing personalized, goal-based advice. As a longstanding leader in financial planning and advice, they’re focused on helping you achieve your financial goals. 

Learn more about Ameriprise Financial at ameriprise.com.

We’re excited about the new enhancements to your current Comerica Financial Advisors experience.

  • Access to a robust set of investment options
  • Option for eSignature, e-delivery of your documents
  • Secure mobile check deposit capabilities

Your new Comerica Financial Advisors experience, powered by Ameriprise Financial, began on Nov. 6, 2023.

There are a few things you can do to stay informed about your new Comerica Financial Advisors experience:

  • Keep an eye out for email communications and letters with important information. 
  • Contact your Financial Advisor with questions - they are the best resource
  • Check this FAQ page often

Your relationship with your Financial Advisor(s) remains the same, they will be in the same office continuing to provide the personalized service that you have come to know and expect. The same is true for any other relationships you may have with Comerica Bank – your relationships, contacts and accounts will not change. If at any time you have questions, you can reach out to your Financial Advisor, as always, they are happy to help.

Support and Service

Your Financial Advisor remains the same before, during and after this transitions and are here to help answer your questions.

You can also contact the Ameriprise Financial client service line at 800.862.7919.

Communications

You will receive communications from Comerica Financial Advisors, powered by Ameriprise Financial.

You may also receive some communications from Ameriprise Financial. Please take a moment to read through when you receive them.

Set up your communications preferences on the secure site. This is a great way to make sure you get communications the way you want. It’s easy to sign up for e-delivery of documents which are archived and stored securely on your site and can help slow the volume of mail you’ll receive during this transition.

Click on Profile in upper right corner next to your name > Choose Communications Preferences> Choose mail or online delivery.

Leading up to the transition and after you will receive communications from Comerica Financial Advisors, powered by Ameriprise Financial and some communications may be from Ameriprise Financial.

Statements

You’ll receive two month-end statements for November from both Pershing and Comerica Financial Advisors, powered by Ameriprise Financial. 

You’ll also receive year-end statements from both Pershing and Comerica Financial Advisors, powered by Ameriprise Financial.

My Accounts

The financial conversion for the on-platform assets automatically transferred the weekend of Nov. 4. The financial advisors and sales assistants have access to your accounts beginning Monday, Nov. 6, to continue to service you.

Please note: Any accounts held with an annuity carrier and/or mutual fund company direct typically take longer to process through a bulk broker-dealer change. Please reach out to your Financial Advisor if you have any questions.

Yes. While your account numbers have changed, the structure of your relationship remains the same. Your primary Comerica Financial Advisors contact is here to help explain your new account numbering should you have any further questions.

No, your other accounts, such as your banking or savings account, have not been impacted.

Standing bank instructions will not automatically transfer to Ameriprise. Starting Nov. 6, you can work with your Financial Advisor to sign required forms that allow us to authorize the instructions on file.

Client Secure Site and Mobile App

The client secure site provides a consolidated view of Ameriprise Financial accounts and allows your to track progress toward your goals, view your portfolio and securely collaborate with your advisor. It offers access to online trading, including convenient market data snapshots, expert research, quotes and company information.

If you have an email on file with us, follow the instructions in the Welcome email from Comerica Financial Advisors on Nov. 6.

Otherwise, you can go to ameriprise.com/secure/register and if you have any questions, your advisor is here to help.

For entity accounts, authorized parties will need to be validated prior to the registration email being sent.  You can work directly with your financial advisor to do this. 

To download the free Comerica Financial Advisors app, go to the Apple App store or Google Play store and type in ‘Comerica Financial Advisors’.

Ameriprise Financial is committed to clients and their privacy and applies multiple layers of security technology to protect both financial and personal information. Learn more in the Ameriprise Financial Online Security Guarantee.

Ameriprise Financial Planning Team

As of Nov. 6, your accounts are supported by the Ameriprise Financial Planning Team, a financial advisory practice of Ameriprise Financial Services, LLC.

You’ll receive a "Welcome" email from Ameriprise Financial Services, LLC with a link to create your secure site login.

Your team will take the time to get to know you, understand your financial priorities and identify clear strategies to help you achieve your goals and prepare for your financial future.

You’ll have access to:

  • A team of financial professionals who offer personalized advice and solutions aligned to your goals
  • Online goal tracking capabilities that help you plan and accomplish your goals
  • Specialists who are equipped to handle your more complex financial needs
  • Personalized service online and over the phone

Through personalized financial advice, your team of advisors will help you prioritize what’s important today, while planning for a more confident financial future.

If you have any questions, please contact the Ameriprise Financial Planning Team at 800.978.9424.

Comerica Bank has a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Not FDIC or NCUA Insured No Financial Institution Guarantee May Lose Value

 

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.