Working with my advisor
Frequently asked questions
What is electronic signature?
Electronic signature, or eSignature, is a safe, secure and efficient way for account owners to electronically sign documents, such as new account applications, without needing to print the form, sign it and send it in for processing.
How will I know when a new document is awaiting my eSignature?
You will receive an email alert, and you will also see an alert in the secure site on ameriprise.com.
How long will documents be available for me to eSign?
- Annuities – Documents will be available for you to sign for up to 10 calendar days. You will receive email notifications alerting you of the date by which your signature is required.
- All Others – Documents will be available for you to sign for 60 days after account setup. You will receive email notifications alerting you of the date by which your signature is required.
Will I get a paper copy of the documents I electronically signed?
An electronically signed document will not be mailed to you. The document will be available online for 60 days once signed. You may save and/or print the document prior to the 60 day expiration for future use. Please contact your advisor for documents you electronically signed more than 60 days ago.
How can I get a copy of a document I signed electronically that is no longer available online?
Please contact your advisor for copies of documents you signed more than 60 days ago which are no longer available online.
How can I ensure I will receive email alerts for documents that need my eSignature?
For detailed information on email alerts, see steps to help ensure you receive emails from Ameriprise Financial.
Can I provide my consent to use eSignature all the time?
You will need to provide your consent each time you choose to electronically sign a document.
I would like to use eSignature, but my co-account holder does not want to. Can I still use eSignature?
All account holders must either consent to eSignature or all must physically sign a paper document.
Do I need any special software to use eSignature?
The only software you'll need is the most recent version of one of the following browsers:
How do I print or save the documents that I sign electronically?
After successfully signing, select the Print button. From the print window, select your printer and printing options. To save the document, in the print window, select Save as PDF in the Destination or Printer dropdown menu.