Customer Service
Need help? Look through our resources below for help with common topics, or contact us for an answer to a specific question.
Contact us
- Phone, email and mail contact information
- Instructions for joining a Microsoft Teams Meeting with your advisor: Step-by-step instructions for how to join and launch a Teams virtual meeting.
Online account access
- User ID and password help
- Register for online access to your accounts
- Technical support
- Ameriprise Financial app
- The secure site on ameriprise.com FAQ
- Ameriprise app FAQ
Privacy, security & fraud resources
- Privacy, Security & Fraud center
- Vulnerable and senior investor resource guide
- Client verification and voice recognition
- Passkey FAQ
- 2-Step Verification FAQ
Account, banking & investment FAQ
Account & service
Banking
Investments & planning
Tools & integration
Beneficiary information
Account service forms
Tax filing information for clients
Frequently asked questions
Tax software information
Resources for tax preparation
- Investment types most likely to reclassify each year
- Updated tax documents and income reclassification
- Tax statements for your partnership investments
- Ameriprise® certificates tax reporting
- Calculating and reporting 3.8% net investment income tax
- IRA accounts and IRA plans
Legal & disclosures
- Client agreements and product disclosures
- Ameriprise Bank, FSB information & disclosures
- Client relationship guide
Authorized persons data request
For use only when instructed: Enter remote support session key
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.
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.
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.