Your ongoing advisor relationship

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 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 ameriprise.com
Online via the secure site on ameriprise.com
Via web or phone meetings
Via web or phone meetings

Once you start working with an advisor, you can register for the secure site on ameriprise.com — 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 progress and adjust

Your advisor helps you stay on track. As you accomplish goals or you experience other life changes (marriage, job change, new baby, new business, retirement, etc.), your advisor will help you adapt your plan.

You should feel comfortable contacting your advisor with any financial questions, changes or concerns. That way, your advisor is up-to-date on your financial situation.