Stay connected with digital tools

Track your goals and stay connected to your advisor online. Through personalized advice and our digital tools, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected.

See your financial life at a glance

The secure site provides a consolidated view of your Ameriprise accounts. You’ll have access to online trading, including convenient market data snapshots, expert research, quotes and company information. Alerts and watchlists enable you to track your portfolio and other securities.

After you and your Ameriprise advisor establish your financial goals, track and manage your goals anytime online.

View all your accounts—including those from other financial institutions—in one secure place, giving you a more complete look at your goals and your financial life.

View balances, check allocations and track your accounts and investments. Add your bank accounts and you’ll be ready to move money online whenever you need to. 

Collaborate with your advisor securely online

The secure site gives you more ways to work with your advisor and stay on course, all in one convenient online space.

Save files on our secure cloud storage for easy access when you need them. Share files with your advisor and other members of your account groups.

Easily connect with your advisor to prepare for meetings and keep track of your action items.

Electronically sign account paperwork and documents, saving you time versus USPS or traditional email messages.

Your security comes first

Protecting your assets and identity is critical. That's why we have safeguards in place to help keep your accounts safe and secure. We are committed to our clients and their privacy and apply multiple layers of security technology to protect both financial and personal information.

The Ameriprise online security guarantee

Ensures we will replace 100% of the funds removed from your Ameriprise® account(s) via unauthorized online activity. Learn more about how we keep your information safe.

Sign up for e-Delivery

Receive your important financial documents online rather than in the mail.

Enroll in text alerts

It’s easy to stay connected. Keep your information safe with account alerts notifying you of any account changes or activity.

Connect anytime, anywhere

Through the Ameriprise app, your information is always at hand. You can access many of the convenient capabilities of the secure site, plus:

  • Log in securely using biometric authentication
  • Deposit checks into Ameriprise brokerage accounts
  • Enroll in notifications to help you track transactions and alert you when certain actions occur

Click here to download the Ameriprise app for iPhone   Click here to download the Ameriprise app for Android

The third party account information shared with your financial advisor through Total View is for informational purposes only. Review or analysis of this information does not constitute an endorsement or recommendation by your financial advisor or Ameriprise of the investments, products, or services held or utilized by you and referenced by such third-party account information, and does not create a duty to advise you with respect to such third-party assets and services.
Investment products are not federally or FDIC-insured, 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.   
Ameriprise Financial Services, LLC. Member FINRA and SIPC.