Upcoming Events

ameriprise.com secure site demo

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, Private Wealth Advisors - Ameriprise Financial Services, Inc.

Learn about the key features of the secure site on ameriprise.com:

  • Register
  • Site Overview

We will also take questions on how to read your statement.

Please email all of your questions prior to the workshop so that we may have the appropriate resources available to discuss it.

Tutorial 1: Registration

This tutorial shows the information asked during registration and the step-by-step process. It provides an example of how you can locate your Ameriprise Client ID if needed.

Tutorial 2: Site Overview

This tutorial provides an overview about general account information and points of interest on the secure site that you can view at any time.

For more information: call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services

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ameriprise.com secure site demo

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, Private Wealth Advisors - Ameriprise Financial Services, Inc.

Learn about the key features of the secure site on ameriprise.com:

  • Manage Your Profile
  • Using eSignature

We will also take questions on how to read your statement.

Please email all of your questions prior to the workshop so that we may have the appropriate resources available to discuss it.

Tutorial 3: Manage Your Profile

This tutorial will guide you through instructions to update your personal contact information such as e-mail and home address. This tutorial also highlights how to set up e-delivery preferences and email communication preferences from your advisor and the corporate office.

Tutorial 4: Using eSignature

If you are new to the eSignature process, this tutorial provides an example of what steps you will take to complete an eSignature form online.

For more information: call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services

This is an informational seminar. There is no cost or obligation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIEDFINANCIAL PLANNER™ and federally registered CFP (with flame design) in theU.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1248247ACMR0715

Add Event to
Your Calendar

ameriprise.com secure site demo

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, Private Wealth Advisors - Ameriprise Financial Services, Inc.

Learn about the key features of the secure site on ameriprise.com:

  • Document Sharing
  • To Dos

We will also take questions on how to read your statement.

Please email all of your questions prior to the workshop so that we may have the appropriate resources available to discuss it.

Tutorial 5: Document Sharing

This tutorial includes step-by-step instructions about how to:

  • View documents uploaded online by your advisor
  • View account and tax statements, shareholder documents and confirmations online
  • Upload and share files with your advisor or other member in the account group

Tutorial 6: To Dos

You can learn how to use the Meeting Management functionality on the secure site, such as creating, viewing and completing To Dos.

For more information: call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services

This is an informational seminar. There is no cost or obligation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIEDFINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1248247ACMR0715

Add Event to
Your Calendar

ameriprise.com secure site demo

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, Private Wealth Advisors - Ameriprise Financial Services, Inc.

Learn about the key features of the secure site on ameriprise.com:

  • Message Center
  • Total View –Account aggregation tool

We will also take questions on how to read your statement.

Please email all of your questions prior to the workshop so that we may have the appropriate resources available to discuss it.

Tutorial 7: Secure Messaging

This tutorial helps you learn how to message securely with your advisor. Topics include:

  • Inbox set-up
  • Notification process
  • Creating a message
  • Adding attachments
  • Saving or sending drafts
  • View options within Message Center

Tutorial 8: Total View account aggregation tool

You can see the value of bringing information from multiple accounts together in one place. This tutorial includes examples of Total View dashboard, accounts, and holdings pages plus step-by-step instructions about how to:

  • Enroll in Total View
  • Add accounts, including Ameriprise accounts
  • Get familiar with viewing accounts in Total View

For more information: call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services

This is an informational seminar. There is no cost or obligation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIEDFINANCIAL PLANNER™ and federally registered CFP (with flame design) in theU.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1248247ACMR0715

Add Event to
Your Calendar

ameriprise.com secure site demo

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, Private Wealth Advisors - Ameriprise Financial Services, Inc.

  • Make a Transfer
  • Add External Bank

We will also take questions on how to read your statement.

Please email all of your questions prior to the workshop so that we may have the appropriate resources available to discuss it.

Tutorial 9: Make a Transfer

This tutorial demonstrates how you can make a transfer, view transfers in process and cancel a transfer.

Tutorial 10: Add External Bank

This tutorial demonstrates how you can add an external account for money transfers either to or from Ameriprise Financial accounts. Examples of where you can locate information needed to input during the process such as routing and account numbers are provided.

For more information: call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services

Add Event to
Your Calendar