We understand protecting your assets and identity is important and have safeguards in place to help keep your accounts safe and secure.

• We use multiple layers of security to protect both your financial and personal information.
• We provide bank-grade security and verification processes.
• The credentials you provide and the data from your accounts are encrypted using Secure Socket Layer (SSL) technology.

Visit our Privacy, Security & Fraud Center for more information.

Your financial accounts might not appear in the secure site for several reasons:

• Accounts not associated with your primary household account group will not display automatically. Go to other account groups to view your other groups.
• You must be given express permission from the account owner to view accounts you do not own.
• Any account that has a zero balance or is inactive is not displayed.
• Information on Keogh plans is not viewable.
• Newly opened accounts are not viewable until they are completely set up.
• Financial plans are not viewable.

Some account values are updated as of the close of the previous business day. Brokerage accounts ending in 133 are updated throughout the day and displayed at a 20-minute delay.

Your balances may not update automatically for several reasons. When there are known issues, you will see a message on the Overview page. If you don't see a message, try logging out and log back in again. If your balances are still not updating, please contact Customer Service at 800.862.7919.

Account groups help clients with multiple accounts view their account information in different ways, which can make managing multiple accounts easier. Most clients will only have one account group.

For those with multiple groups, on the Account Groups page, you can edit group nicknames, create customized groups, set a default group to view when you log in, and choose which groups you see in the Account Groups menu.

An account nickname is a unique name added to an account by a client or financial advisor to easily identify it within the secure site on ameriprise.com. Taking the time to nickname accounts can make managing multiple accounts easier.

Anyone who has access to an account can view and edit account nicknames. This includes account co-owners, your financial advisor and their staff members, or those within your household group. Edits to a nickname are updated for everyone with access to an account. 

To edit an account nickname, go the Account Nicknames page.