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Finally Ameriprise

February 18th, 2009 at 08:44 pm

Saving log - $0 tip box
Spending log - $10 lunch

I've been putting off doing my taxes. They are going to be complicated enough again this year that I want a little outside help. Last night I FINALLY got my paperwork from Ameriprise this year.

Grandma had her money in Ameriprise when she died, the money got moved from her trust to me, I moved all but $1.96 to my lair in Vanguard in May. Thankfully, they invested in the Reserve Fund, the money market fund that broke the buck in September.

Stupid Ameriprise. If I had been a little less anal - the checklist in my little green tax collection paperwork folder - and a little more in a hurry, I'd have to fill out an amended X return.

Grr.

2 Responses to “Finally Ameriprise”

  1. Broken Arrow Says:

    Just curious, but why leave $1.96? Fees?

    Also, how was Ameriprise in this situation? Were they actually helpful?

  2. baselle Says:

    BA - I moved as much as I could easily, then asked Ameriprise to close it out. They haven't yet. So much for help.

    With the quarterly printings and mailings of my $1.96 account, I figure they are spending as much or more on than what I have in there. That cheers me up a little.

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