Your ongoing advisor relationship helps you meet financial goals

Your relationship with an Ameriprise financial advisor is ongoing, and it can change over time to meet your needs. You’ll remain in control — from defining your financial goals to making decisions. An advisor is there to help implement your plan and guide you along the way.

Connect when, where, and how you want

Face to face meetings
Face-to-face meetings
Online via the secure site on
Online via the secure site on
Via web or phone meetings
Via web or phone meetings

Once you start working with an Ameriprise financial advisor, you can register for the secure site on — it gives you another way to collaborate with your advisor and stay on track.

You can view, store and organize your financial documents, connect and share information with your advisor, check your account balances, pay bills — and more — all in one secure, convenient online space.

Track your ongoing financial progress and adjust

Your personal financial advisor helps you stay on track. As you accomplish financial goals or you experience other life changes such as those listed below, your Ameriprise financial advisor will help you adapt your plan accordingly.

  • Marriage
  • Job change
  • New baby
  • New business
  • Retirement