A guide to your Ameriprise statement
An overview and explanation of what you can expect to see on your Ameriprise financial statement.
Connect with your advisor
Your statement is an easy way to stay connected with your Ameriprise financial advisor between meetings. Questions? Your advisor’s contact information is prominently displayed on page one of your statement.
Visualize your investment mix
Looking for account details? Your statement is a picture of your financial life. It’s supported by information and details for each of your accounts, contracts and policies.
Track your progress
Your biggest questions are the ones we answer first. The first few pages of your statement are designed to help you quickly see your progress toward a confident retirement.
Statement Summary
The information below is what’s provided on your financial statement. Click on any section with a pulsing button for more information.
Value of your accounts
A snapshot of your combined account values and summary of recent activity. Note this table does not reflect Ameriprise savings account balances or activity.
Your asset allocation
Quickly see how your investments are diversified across all your accounts. The chart includes up to six asset classes, depending on what you own, investments and cash held within pooled investments like mutual funds and annuity subaccounts and any outstanding margin balances. Note this chart does not reflect cash held in Ameriprise savings accounts.
Value of your investment accounts over time
The black line provides a five-year view of your account values including market performance, reinvested dividends, capital gains and earned interest.
The gray line shows your net contributions (deposits minus withdrawals) over the same time period. New clients will see this chart after their account(s) have been open for three months. Note this chart does not reflect Ameriprise savings account balances or activity.
Messages & updates
Refer to this box for important messages and updates regarding your accounts.
Available cash
Easily see how much cash is available for you to withdraw by using the banking features of your Ameriprise ONE® Financial account.
Client & Group ID
Quickly locate your Client or Group ID at the bottom of each page throughout your statement.
Value of your bank deposit accounts
A snapshot of your Ameriprise savings account values and summary of recent activity.
Combined value of your investment and bank accounts
A snapshot of your combined investment account values and Ameriprise savings account values, as well as a summary of recent activity.
Account order
Accounts are grouped first by category then by owner within each category.
Page numbers
Page numbers make it easy for you to quickly find the detailed account pages you’re looking for.
Account details
Additional details of your accounts for the current statement period including account values, deposits, withdrawals, dividends and interest.
Call-out messages
Quickly see important details for each of your accounts when applicable, including available cash or annuity and insurance benefits.
Accounts that don’t affect your total value
While these accounts don’t affect your balances, they are an important part of the big picture, so we’ve made them easy for you to find at-a-glance.
Stay connected with digital tools
The secure site on amerprise.com gives you even more ways to work with your advisor and stay on track toward your financial goals. At any time, from any device, you can access your investments and accounts, and share information with your advisor – safely and securely.
We encourage you to review your statement online and eliminate paper statements. By enrolling in e-delivery, you reduce the volume of paper you have to manage. Plus, no waiting for the mail – you’ll receive an email notification when your statement is ready. To enroll in e-delivery, visit the secure site on ameriprise.com.