Achiever Circle

Recognizing your financial achievements with the benefits you deserve

As an Ameriprise Financial client, you have access to a full range of financial products and services designed to meet your unique needs. As you achieve your financial goals, you may be eligible to be part of our Ameriprise Achiever Circle program. This program rewards you for your financial progress with exclusive benefits to help put your dreams and goals more within reach.

Here are just a couple of the benefits available for Achiever Circle clients. Talk to your advisor to learn more about the opportunities available for our high-value clients.

Achiever Circle $100,000-$499,999 in eligible assets Achiever Circle Elite Over $500,000 in eligible assets
Ameriprise ONE® Financial Account
The annual account fee ($100) is waived when a client direct deposits $9,000 or more in the preceding quarter.

Waived Account Fees
Pay no account fees on your Ameriprise Brokerage Account ($100), Ameriprise IRA plans ($75), Ameriprise® Tax-Sheltered Custodial Account ($50), Ameriprise® Brokerage 529 Plan Account ($25) and Ameriprise® Coverdell Education Savings Account (CESA) ($10)

  $150 annual fee, waived for Ameriprise Achiever Circle Elite Members1 on the Ameriprise Premier Visa Signature Card.
This is your opportunity to earn Ameriprise Rewards Points with everyday purchases. This card program features valuable benefits and rewards – exclusively for Ameriprise clients.

 

DISCLOSURES
Achiever Circle Program Terms
Ameriprise Financial Services, LLC. (“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.
Eligibility for recognition in the Ameriprise Achiever Circle Elite program is achieved through maintaining a household group value with Ameriprise Financial of $500,000 or more. 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 at the same address. Plans subject to ERISA will not be included in the total household group value when determining ACE eligibility. 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.
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
$150 Annual Fee Waiver is for Achiever Circle Elite Members only. Your annual fee is waived if you are an Achiever Circle Elite Member at the time of your cardmember anniversary date. This Annual Fee Waiver is strictly dependent upon your Achiever Circle Elite status on your cardmember anniversary date in the current year and not based on status within the year or status from subsequent years. Please refer to ameriprise.com or your Financial Advisor for more information about your Achiever Circle Elite status and how this may change.