| Relationships | Role | Relationship Start | Relationship End |
| Shearson/American Express Inc | Parent | 3/5/1987 | 6/30/1996 |
| Shearson/American Express Inc | Parent | 9/17/1985 | 3/4/1987 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| American Express Centurion Bank | Buyer | 39,039,077 | Pooling of Interests | Discontinued | 7/1/1996 |