We are pleased to become part of the Ameriprise family and look forward to the opportunities it will provide our clients and financial advisors. Our clients will continue to work with their current financial advisor and will experience minimal changes in the products and services available as a result of this transaction. The most visible change will be a move of our company affiliation from H&R Block, Inc. to Ameriprise Financial. As a result, clients will begin to see the Ameriprise Financial logo on statements and other company correspondence over the next year.

Ameriprise has a rich history of putting clients first and delivering a broad range of financial services and innovative products to its clients. Our financial advisors will continue to offer the personalized service and investment guidance our clients have come to expect from us.

A letter with information on the transaction and processes for transitioning H&R Block Financial Advisors to Ameriprise Financial following the close of the transaction will be sent to all active HRBFA clients soon. In the meantime, please contact your financial advisor or our Investor Center if you have questions. You can view a copy of the press release on the transaction at www.ameriprise.com.