Upcoming Events

There are no upcoming events. Please check back for updates.

Past 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:

  • 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

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.