Learn about the key features of the secure site on ameriprise.com:
- Site Overview
- Manage Your Profile
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.
Space for this event is limited. Webex is available by request.
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.
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.