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 WebEx Meeting with your advisor: Step-by-step instructions for how to join and launch a WebEx virtual meeting.
• Instructions for joining a Microsoft Teams Meeting with your advisor: Step-by-step instructions for how to join and launch a Teams virtual meeting.

Account service forms

• Forms for investment accounts, auto and home insurance, and banking and lending
• Client agreements and product disclosures
• Ameriprise Bank, FSB information & disclosures

Frequently asked questions

• The secure site on ameriprise.com FAQ
• Ameriprise app FAQ
• Mobile deposit FAQ
• Ameriprise^® Visa Signature^® credit card program FAQ
• Ameriprise financial statements FAQ
• Estate settlement FAQ
• Escheatment FAQ
• Beneficiary designation FAQ

• Ameriprise ONE^® Financial Account FAQ

• Required minimum distribution FAQ
• Quicken FAQ

• Ameriprise^® Bank Savings Account FAQs

Online account access

• User ID and password help
• Register for online access to your accounts
• Technical support

Privacy and security

• Privacy and security center
• Client relationship guide
• Resources for senior citizens and vulnerable adults
• Client verification and voice recognition