Overview
This service is intended for informational purposes only and is not an official report of any of your accounts. For Ameriprise Financial accounts, refer to your official Ameriprise Financial statements. Account values may not reflect account fees or charges that may be assessed on liquidation, surrender or withdrawal, or loan balances. Accuracy, completeness and timeliness cannot be guaranteed. By registering for this service, you have agreed to the User Agreement.
This service is intended for informational purposes only and is not an official report of any of your accounts. For Ameriprise Financial accounts, refer to your official Ameriprise Financial statements. Account values may not reflect account fees or charges that may be assessed on liquidation, surrender or withdrawal, or loan balances. Accuracy, completeness and timeliness cannot be guaranteed. By registering for this service, you have agreed to the User Agreement.
The Confident Retirement approach is not a guarantee of future financial results.
SPS Advantage offers an optional automatic rebalancing feature. If you have enrolled in the rebalancing feature, information about whether your security target is active or inactive will display underneath the title of your SPS Advantage account on your client statement. Contact your financial advisor for more information.
Recent News & Positions News: This information is not published by Ameriprise Financial Services, LLC, and is provided by third parties. While the information is believed to be accurate, distribution of this material should not be considered an endorsement of any particular investment strategy, product or service described therein. This information is being provided only as a general source of information and is not intended to be the primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Please seek the advice of your advisor regarding your particular financial concerns. Consult with your tax advisor or attorney regarding specific tax issues. Third party companies mentioned are not affiliated with Ameriprise Financial, Inc.
Ameriprise Analyst Research: Please note that in some cases the information in one report may be inconsistent with and reach different conclusions or ratings than the information presented in other reports. Research reports reflect the different assumptions, views and analytical methods of the analysts who prepare them. While the information provided here is believed to be from reliable sources, distribution of this material should not be considered an endorsement of any particular investment strategy, product or service described therein and cannot be guaranteed. This information is being provided only as a general source of information and is not intended to be used as the primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Please seek the advice of your advisor regarding your particular financial concerns. Consult with your tax advisor or attorney regarding specific tax issues.
Watchlist: This information is not published by Ameriprise Financial Services, LLC. While the information is believed to be accurate, distribution of this material should not be considered an endorsement of any particular investment strategy, product or service described therein. This information is being provided only as a general source of information and is not intended to be the primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Please seek the advice of your advisor regarding your particular financial concerns. Consult with your tax advisor or attorney regarding specific tax issues.
Market data may include both real-time and delayed quote information of at least 20 minutes.
This data should be used for informational purposes only. The accuracy of this data is not guaranteed. Data sourced from Refinitiv. Privacy Statement. ©Refinitiv.
The market data is the property of S&P Dow Jones Indices LLC and/or its licensors. All rights reserved.
The displayed value of your account and current market value of your securities may be updated using at least 15-minute delayed quotes for exchange-traded securities during market hours. Market data should be used for informational purposes only and is subject to change.
Ameriprise Certificates are issued by Ameriprise Certificate Company and distributed by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Ameriprise Certificates are not FDIC insured.
RiverSource® Distributors, Inc. (Distributor), Member FINRA. Insurance and annuity products are issued by RiverSource Life Insurance Company, and in New York only by RiverSource Life Insurance Co. of New York, Albany, NY. Only RiverSource Life Insurance Co. of New York is authorized to sell insurance and annuities in the state of NY.
RiverSource® products are offered by affiliates of Ameriprise Financial Services, LLC. Member FINRA and SIPC. CA License #0684538.
Columbia funds and Columbia Acorn funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA. Columbia funds are managed by Columbia Management Investment Advisers, LLC (CMIA) and Columbia Acorn funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of CMIA.
These companies are part of Ameriprise Financial, Inc.
The Ameriprise Visa®Debit card is offered on the Ameriprise ONE®Financial Account. The Ameriprise ONE Financial Account is a brokerage account with cash management features. The Ameriprise Visa Debit card is issued under an agreement between Ameriprise Financial, Inc. and/or its subsidiaries ("Ameriprise") and UMB Bank, n.a. The Card is the property of and issued by UMB Bank, n.a. pursuant to license by VISA U.S.A. Inc.
Program terms and conditions, including qualifying criteria and assets, are subject to change at any time. Ameriprise Financial reserves the right to terminate the program at any time and can waive certain program terms and conditions at its discretion. Other terms and conditions, as well as fees, may apply based on the additional services, benefits and features you select. Read all agreements carefully.
If you hold a Limited Partnership (LP), Direct Participation Program (DPP), or non-traded Real Estate Investment Trust (non-traded REIT) in a non-IRA account or have designated a beneficiary on the LP, DPP, or non-traded REIT or have registered the LP, DPP, or non-traded REIT as a Transfer on Death account, these ownership and beneficiary records are maintained at the transfer agent and not at Ameriprise Financial Services, LLC. If you have questions regarding these accounts, please contact the transfer agent. If you have questions regarding the beneficiary of record of an IRA or other qualified brokerage account, please contact Ameriprise Financial customer service.
If you hold a Hedge Fund, during the valuation period, the unit price of your Hedge Fund Offering is an estimated value based on the dollar amount invested. The number of shares you own in the fund will be determined at the end of the valuation period. See your prospectus for additional information.
During the purchase period, the purchase amount for certain products, for example annuities, may not be accurately reflected in the total account value.
SIPC coverage: Brokerage accounts are protected by Securities Investor Protection Corporation (SIPC) up to a maximum of $500,000 per client which includes a $250,000 limit on claims for cash held in the account. Our brokerage accounts are also covered by supplemental "excess SIPC" insurance, which provides further protection to our clients (including up to $1.9 million for customer cash balances in a brokerage account), subject to an aggregate policy limit of $1 billion for all client claims. Assets with RiverSource Life Insurance Company, assets with other affiliated insurance companies, mutual fund assets and alternative investments held outside of your brokerage account are not covered by SIPC. For more information, please refer to your official Ameriprise Financial statement. You may obtain information regarding SIPC, including an information brochure via the internet, by phone, email or regular mail: sipc.org; Tel: (202) 371-8300; Email: asksipc@sipc.org; Securities Investor Protection Corporation, 805 15th Street N.W., Suite 800, Washington, D.C. 20005-2215
Valuation of Alternative Investments: Any limited partnerships (LPs), hedge fund offerings (HFOs), non-traded real estate investment trusts (REITs), non-traded business development companies (BDCs), non-traded closed-end funds, real estate private placement (REPPs), tenant-in-common real estate securities (1031s), managed futures funds (MFFs), private equity offerings or other alternative investments (collectively, “Alternative Investments”), that are not listed on a national exchange are generally illiquid because no formal trading market exists for these securities. The values for such Alternative Investments may be different from the purchase price and may not necessarily be realized if the issuer liquidates the security or if you sell some or all of your positions. The valuation listed for such Alternative Investments is either the initial offering price or an estimated value, both of which have been provided by the issuer. Other than the initial offering price, the value of the positions you hold represent estimates of your interest in the net assets of the program and, are reflected in the total value of your account shown herein. In limited circumstances, generally where the position has been purchased through another financial institution, the valuation may be provided by an independent third party pricing agent. Each issuer of an Alternative Investment or third party pricing agent may have a different method of valuation, and may apply various methods of valuation throughout the life of the investment. Generally, the factors considered include, but are not limited to: actual or estimated property or securities values, capitalization rates, acquisition costs, current and or future cash flows, activity in an informal secondary market, or overall performance. If the value of the positions are reflected as N/A, pricing information is not available. For publicly registered companies, the valuation methodology is described in the issuer’s annual report and other current periodic reports which are available to you. For unregistered products/private placements, contact the managing general partner or company for further information about valuation. The number of units owned has been provided by the management of each program and may not necessarily reflect activity after the initial purchase.
For a period of time up to 150 days following the second anniversary of the breaking of escrow for an offering, a non-traded REIT and/or direct participation program sponsor may use a net investment methodology to calculate a per share estimated value. IMPORTANT - If the net investment methodology is used, part of your distribution will likely include a return of capital. Any distribution that represents a return of capital reduces the estimated per share value shown on your account statement. Please review the non-traded REIT’s or direct participation program’s most recent annual report and other current periodic report for an explanation of the method by which the value was developed and the date of valuation. Non-traded REITs and other direct participation programs are not listed on a securities exchange, are generally illiquid, and even if a client is able to sell the securities, the price received may be less than the per share estimated value provided in the account statement.
Ameriprise Bank, FSB
Ameriprise Bank, FSB provides deposit, lending, and personal trust products and services to its customers, including clients of Ameriprise Financial Services, LLC (“AFS”). Ameriprise Bank, FSB and AFS are subsidiaries of Ameriprise Financial, Inc. AFS financial advisors may receive compensation for selling bank products.
Your Ameriprise Bank deposits are insured by the Federal Deposit Insurance Corporation (FDIC) up to applicable limits. You are responsible for monitoring the total amount of deposits you hold at Ameriprise Bank, FSB to ensure that the total amount of your deposits is within FDIC insurance limits. The FDIC website at www.fdic.gov can help you determine the amount of your deposits which are insured. For more information, please contact the FDIC directly at 1-877-ASKFDIC (1-877-275-3342).
Elan Financial Services is the creditor and issuer of Ameriprise®Visa Signature®credit cards, pursuant to a license from Visa U.S.A. Inc., and does not administer the account Rewards Program.
Neither Ameriprise Bank, FSB nor AFS financial advisors are authorized to give legal or tax advice. For specific legal or tax matters, clients should consult with their own legal and/or tax advisors.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Bank deposit accounts, which include Ameriprise Bank Savings Accounts, are insured by the FDIC.
Ameriprise Bank, FSB. Member FDIC.
Equal Housing Lender.
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.
Ameriprise Bank, FSB administers all operational aspects of the Rewards Program. Please visit ameriprise.com/rewards for the Ameriprise Reward Program Terms and Conditions details. Offers are subject to change.
Ameriprise® and Ameriprise Financial logo are registered service marks of Ameriprise Financial, Inc.
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