Ameriprise Financial vs Client Access

Get anytime, anywhere access to the information you need to help you make smart, informed financial decisions. At Ameriprise Financial, we provide a personalized financial advice strategy based on your goals and needs. With the Ameriprise Financial app, you can connect with your accounts and your financial advisor: Track your progress • View a snapshot of your total asset value and account summary • Check account information including balances, positions, and recent activity • View portfolio allocation and performance 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 Collaborate securely with your financial advisor • Upload documents to share with your financial advisor • Securely communicate with your financial advisor with Message Center • Electronically sign documents Complete your tasks • Pay bills and make one-time or recurring transfers between eligible Ameriprise accounts and external accounts • Deposit checks into eligible Ameriprise accounts • Research market news, security quotes, and historic charts The Ameriprise app is covered by safeguards similar to those we use to protect your privacy and security online. Visit our Privacy, Security & Fraud Center for more information. -- Disclosures Account data used in Ameriprise Financial app screenshots is for illustrative purposes only, does not reflect actual account data and is not a recommendation. Ameriprise Financial cannot guarantee future financial results. 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, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.