Videos and downloads

Downloadable resources

Putting clients first: Our fiduciary commitment
Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.
Ameriprise story fact sheet
See how Ameriprise combines personalized advice, top rated service and over 130 years of experience to help clients achieve their goals.
Expense supplement
This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.
Connecting your business and your broader financial objectives
A guide outlining seven key conversations to help small business owners align business decisions with personal financial goals.
Elements of an effective estate strategy
Use this guide to help you navigate the important elements of an effective estate strategy.
Annual equity market outlook
See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.
All about you client preference questionnaire
This short questionnaire will help us work together in a way that fits your needs.