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
Frequently asked questions
- The secure site on ameriprise.com FAQ
- Ameriprise app FAQ
- 2-Step Verification FAQ
- Mobile deposit FAQ
- Ameriprise® Visa Signature® credit card program FAQ
- Ameriprise financial statements FAQ
- Estate settlement FAQ
- Unclaimed property and Escheatment FAQ
- Beneficiary designation FAQ
- Required minimum distribution FAQ
- Quicken® FAQ
Tax filing FAQ & preparation resources
- Online tax information FAQ
- Tax filing FAQ
- Cost basis reporting FAQ
- TurboTax® FAQ
- TaxAct® FAQ
- H&R Block® FAQ
- 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
Account service forms
- Forms for investment accounts, and banking and lending
- Client agreements and product disclosures
- Ameriprise Bank, FSB information & disclosures
Privacy and security
- Privacy, Security & Fraud center
- Client relationship guide
- Vulnerable and senior investor resource guide
- Client verification and voice recognition
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.