Close the partnership with Comerica as its new Investment Program Provider
Delivered by the deadline
AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.
- Announced
- 24 Apr 2023
- Due
- 31 Dec 2023
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“partnership with Comerica as its new Investment Program Provider, which will add approximately 100 financial advisors and $18 billion of assets and is expected to close by year end”
What we found
Evidence strength A What the grades mean
The 2023 10-K states the Comerica partnership closed in November 2023, before the year-end deadline, adding $14.7 billion of client flows.
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A Ameriprise Financial 8-K filed 2024-01-24
“Q4 2023 includes the addition of $14.7 billion of total client flows from the company's partnership with Comerica” ✓ confirmed on the page
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A Ameriprise Financial 10-K filed 2024-02-22
“In November 2023, we successfully closed on our partnership with Comerica Bank to become Comerica’s new investment program provider, adding $14.7 billion of client flows” ✓ confirmed on the page
Market reaction: the shares moved +1.4% against the S&P 500 over the three sessions around the disclosure (21 Feb 2024 to 26 Feb 2024). What this measures
Checked 10 Oct 2026.
Commitment DNA
The structured record of this commitment. Fields the company did not state are left blank rather than guessed.
- Event type
- Transaction other
- Indicative materiality
- Medium rules
- Action
- Close
- Deliverable
- Comerica Investment Program Provider partnership
- Target
- 100 financial advisors
- Language
- Expected (“expects”, “plans”)
- In the company’s control
- Medium
- Specificity
- Medium
- Depends on
- Counterparty
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Claude (Anthropic), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: agreesA different AI model, Gemini (Google), re-read the evidence without being told the outcome and reached the same answer.
Confirmed. This outcome counts towards the company's Kept Score. How verification works
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Report an error in this entry Reference: KI-C-2023-AMP-006658 · Corrections policy