Ameriprise Mobile App

Transcription

1 Ameriprise Mobile App Get the free Ameriprise app and get on-the-go access to your accounts and your advisor. So, no matter where your journey takes you, you can be confident knowing we're with you. This document will walk you through downloading and using the mobile app to its fullest, and outline the differences between our full secure site and the app features. Downloading and Signing In Both clients and prospective clients can download the Ameriprise app. 1. Verify that you are using the correct device and operating system required by the app: 2. To access the download, either: Click on the links above to the App Store or Google play Go to and select your device Go to your device-specific app store or market itunes App Store has app versions designed specifically for ipad, ipod touch and ipad mini 3. Click "Install" You may be prompted to sign in to your mobile device account You may be prompted to set the app permissions 4. You can now run the Ameriprise app

2 Features Access. Always at hand. The Ameriprise app connects you with the information you need when you need it to help you make smart, informed financial decisions. Check your total asset value and account information, including balances, positions and recent activity at the account and portfolio levels View portfolio allocation and progress Get a more complete financial picture by viewing accounts you add to Total View Deposit checks into certain Ameriprise brokerage accounts Make one-time or recurring transfers: o From an external bank account to your eligible Ameriprise accounts o From your eligible Ameriprise accounts to an external bank account o Between your eligible Ameriprise accounts Research market news and security quotes View and send to your advisor and others using Message Center View your Meetings Enroll in Ameriprise app notifications which will alert you when certain actions occur (to access notifications, make sure to download and update the latest version of the Ameriprise app) Contact your advisor or customer service Find an advisor, if you don't already have one

3 Ameriprise App Now you can manage your documents from the More menu View or download your account and tax statements as soon as they are available View and esign documents right in the app Accounts main screen Total Asset Value 12:00PM e Logout $742, Retrieved at 02/10/ 20161:28 PM ET. Data I< delayed at least 20 minutes. CASH & INVESTMENTS S716, Brokerage day change 1 +$1, / +0 18% - Portfolio menu 1200PM - e Holdings Ac11v1ty Allocallon Progress Mutual Funds nt10tdng, Variable Annuities 1 ''9S FIiter > $1,985, V $30, V AMERIPRISE ONE ACCT $373, $1, I +0.45% AMERIPRISE BROKERAGE $127, '"' UNCH Certificates 6Hola,,...,. Fixed Investments 2 HD-l'lr-,gJ $171, V $44, V AMERIPRISE BROKERAGE $153, $ / 0.34%.., Pav out Annu ittes 1"'-1 J> $0,00 V JOINT CERTIFICATE $62, IN l ll)anrl= ct?'- 7SISI SI liiil 1..-,' 's : == L -=--..., - Accounts Portfolio Total View Translers More Ii g! == ALcllUfllS p._,,1 h; llfa Wk f,.1,... M_.

4 Ameriprise App vs. ameriprise.com Features Ameriprise App ameriprise.com View account and portfolio: Balances holdings/investments Asset value & assets available Activity/history View account groups Use Total View View access View statements & documents: Only: Account statements Tax statements Financial confirmations Administrative documents Shareholder documents Shared documents (uploaded files folder) esignature Account statements Tax statements esignature Upload files or documents to No share with advisor View advisor Access quotes & charts, market information, new and company information Tax center information No Register for the Secure Site and No update password Log in using biometrics (ios only) No (touch/face ID) Multi-factor authentication (MFA) One-time passcode (OTP) No Deposit checks No Bill Pay No Add or update bank accounts No Reauthorize or renew bank accounts Money movement transfers ; Limited to Ameriprise Brokerage Platform accounts No Trading within an Ameriprise Brokerage Platform account Message center or Meeting management Update client information No Search for ATMs No

5 Disclosures: This service is intended for informational purposes only and is not an official report of any of your accounts. Accuracy, completeness and timeliness cannot be guaranteed. 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. Account data on screenshots in this document is for illustrative purposes only, does not reflect actual account data and is not a recommendation. Investment products are not federally or FDIC insured, are not guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC. Apple, itunes, ipad, ipod touch and ipad mini are trademarks of Apple, Inc., registered in the U.S. and other countries. App Store is a service mark of Apple, Inc. Google play is a trademark of Google LLC 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.