1Quarterly nonqualified brokerage account maintenance fees will be assessed in January 2017 at the rate of $20 per quarter for Ameriprise ONE Financial Accounts (this fee covers the fourth quarter of 2016, which is why the quarterly fee is assessed at the previous rate).
Achiever Circle Program Terms
Ameriprise Financial Services, Inc. (“Ameriprise Financial”), Member FINRA and SIPC, may terminate this program and/or any associated offers at any time and reserves the right to modify, change or alter the terms and conditions of the promotional offers at its sole discretion. You should make investment decisions based on your investment objectives, risk tolerance and financial position and not on the basis of any offer.
Program eligibility: Eligibility for recognition is achieved through reaching a household investment level with Ameriprise Financial of $100,000 or more for Ameriprise Achiever Circle, and through reaching a household investment level with Ameriprise Financial of $500,000 or more for Ameriprise Achiever Circle Elite.
Maintaining your Achiever Circle Elite status: You must maintain an investment level with Ameriprise Financial to continue to be recognized at, and be eligible for, Achiever Circle Elite benefits. If your household balance falls below $400,000 and remains below $400,000 for 12 consecutive months you will no longer be recognized at, or be eligible for, Achiever Circle Elite benefits.
A household group consists of accounts owned by an individual, their spouse or domestic partner, and their unmarried children under the age of 21 who reside in the same household. Individuals who have a relationship to your primary household group may gain knowledge of your Achiever Circle Elite status through Ameriprise Financial statement branding, but will not have access to any of your personal account information. Grantors of trusts should seek advice from their tax advisors to ensure there will be no adverse tax consequences to them as a result of receiving program benefits.
Ameriprise Financial, its affiliates and third parties may use information concerning accounts owned by yourself and your primary household group to determine program eligibility and provide members of the group with paper and/or electronic statements. The types of accounts that may be included are: investment, insurance, annuity and brokerage accounts, including features linked to brokerage accounts; and networked, nonproprietary mutual fund accounts held direct-at-fund. Certain products, such as immediate annuities and deferred annuities in payout, are excluded when determining the asset balance.
Fee waivers associated with this program may have a tax impact — please consult your tax advisor. Other terms and fees may apply based on the benefits and features you select. Read all agreements carefully.
Ameriprise ONE® Financial Account: The Ameriprise ONE Financial Account is a brokerage account with cash management features. Achiever Circle member status is not an exemption to the Ameriprise ONE Financial Account maintenance fee. The maintenance fee will be waived as long as you maintain assets with Ameriprise Financial of at least $400,000 for Achiever Circle Elite members.
Annual Fee Waiver for Achiever Circle Elite Members:
If you are an Ameriprise Achiever Circle Elite member, the annual fee on a World Elite card will be waived. The Annual Fee may or may not be waived in any year based on factors we may determine from time to time without waiving your Annual Fee in subsequent years. If at any time you are no longer an Achiever Circle Elite member, you will be assessed an Annual Fee of $150. Please see your Cardmember Agreement for more details. Please refer to ameriprise.com or your Financial Advisor for more information about your Achiever Circle status and how this status may change.
For information about the annual fee, rates, fees, other costs, and the rewards program rules and benefits associated with the use of this credit card program, please see the Terms and Conditions.
Identity theft protection through Equifax. Equifax Credit Watch, Score Watch and Equifax Credit Report are trademarks of Equifax Consumer Services, Inc. Equifax is a registered trademark of Equifax Inc., used with permission. Credit information products are provided by Equifax Consumer Services, Inc. Identity Theft Insurance underwritten by member companies of American International Group, Inc. The description herein is a summary only. It does not include all terms, conditions and exclusions of the policies described. Please refer to the actual policies for complete details of coverage and exclusions. Transaction (report only) purchases: report is available to view online for 30 days from the date of purchase and does not update. Subscription purchases: report is available to view online for 12 months from the date of purchase (unless you cancel your subscription before then) and does not update.
Offer Terms & Conditions
These promotional offers are offered as part of Ameriprise Financial's Achiever Circle and Achiever Circle Elite programs. Ameriprise Financial and its affiliates use the Ameriprise Rewards program and pay for the associated Ameriprise Rewards points provided to Achiever Circle members to promote certain products and services. For more information regarding the Ameriprise Rewards program view the Terms and Conditions. View current offers and program details for Achiever Circle and Achiever Circle Elite.