What is Ameriprise Financial? The Ameriprise Financial app is a mobile application available for both iPad and iPhone that provides Ameriprise Financial clients with anytime, anywhere access to their account information and financial advisor. The app allows users to view their account balances, portfolio allocation, and recent activity, as well as access their financial goals and documents. Users can also use the app to pay bills, transfer funds, deposit checks, and research markets and news. The app also provides users with the ability to connect with their Ameriprise financial advisor, view their meetings, and locate an advisor near them.
- View account information, including balances, positions, and recent activity for Ameriprise accounts, such as cash, investments, credit cards, and insurance
- View portfolio allocation and progress
- View financial goals and track progress
- Download, upload, and share financial statements and documents
- Set up Bill Pay to pay bills online through eligible Ameriprise accounts
- Make one-time or recurring transfers between external bank accounts and eligible Ameriprise accounts
- Deposit checks quickly and securely into eligible accounts
- Research markets and news, track market movements, research companies and investments, get security quotes, and calculate exchange rates
- Connect with Ameriprise financial advisor through Message Center, eSign documents, view meetings, call, or get directions
- Locate an Ameriprise financial advisor based on current location, advisor name, ZIP code, or city/state.
Get anytime, anywhere access to the information you need to help you make smart, informed financial decisions. This mobile app is available for both iPad® and iPhone®. As an Ameriprise Financial client, you can connect with your accounts and your advisor. Or, use the app to find an Ameriprise financial advisor near you and take the first step in reaching your goals by reaching someone who can help get you there. To access your account information and take full advantage of the Ameriprise app, you must be an Ameriprise client and be a registered user of our secure client site. Register for the secure site on ameriprise.com today. With the app, you can: Check total asset value and account information, including balances, positions and recent activity at the account and portfolio levels for your Ameriprise® accounts: • Cash & Investments • Credit cards • Insurance View your portfolio: • Allocation • Progress Get a more complete financial picture: • View accounts you add to Total View – no matter where they are held • View your financial goals, including tracking your progress • Download, upload and share all your financial statements and documents Set up Bill Pay to pay your bills online through your eligible Ameriprise accounts. Make one-time or recurring transfers: • From an external bank account to your eligible Ameriprise accounts • From your eligible Ameriprise accounts to an external bank account • Between your eligible Ameriprise accounts Deposit checks quickly and securely into your eligible accounts. Research markets and news • Track market movements • Research companies and investments • Get security quotes • Stay on top of business and industry news • Calculate exchange rates Connect with your Ameriprise financial advisor for the answers and advice you need when you need it: • View and send email to your advisor and others using Message Center • eSign documents • View your meetings • Call or get directions Locate an Ameriprise financial advisor based on: • Current location • Advisor name • ZIP code • City/state The Ameriprise app is covered by safeguards similar to those we use to protect your privacy and security online. Visit our Privacy & Security Center for more information. Download the Ameriprise app today and start putting your dreams and goals more within reach. -- Disclosures Account data on screenshots below is for illustrative purposes only, does not reflect actual account data and is not a recommendation. 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. The Compass is a trademark of Ameriprise Financial, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2011-2022 Ameriprise Financial, Inc. All rights reserved. Users of this app agree to be bound by the terms of the Ameriprise Financial App Rules and Regulations.
By anon1582
I work as an iPhone app developer and at first I’d be frustrated with some of the things in the app. Wonky UX, things not always working, however the app has gotten much better over the year and feels reliable and less wonky.
By Shanghai girl
It’s been a while since I last used. Love the newer APP. I can check my acc and transfer $ easily. The the e-sign for Doc made so much easier since I don’t have to log into my desk top.
By livelovelaugh19stardom
Works fine but needs an update for iPads that use keyboards to read horizontal.