Registering for online access and logging in FAQs

Register for online access using the Ameriprise Financial app or the secure site on ameriprise.com. To register, use the link given to you by your advisor or select New User in the log in box on the Ameriprise app or on ameriprise.com.

What are the requirements for creating my User ID and password?

 

User ID requirements:

  • 5 to 20 characters
  • At least 1 letter
  • No spaces

Password requirements:

  • At least 8 characters
  • Upper and lower case letters
  • At least 1 number
  • At least 1 special character (e.g., !, &, #, $, @)
  • No spaces

Your password cannot contain:

  • Your name or more than 3 characters in a row from the User ID
  • More than 3 repeating characters (examples: 1111, aaaa, ####)
  • The word ‘password’ or any variation of the word ‘password’
  • An email address, or be formatted similarly to an email address ‘xxx@xxxx.xxx’
  • Back slash (\) or quotation mark (") special characters
Why do I get the message “User ID already in use” when I am trying to create my User ID?

Another online user has already selected the User ID you are trying to create. Add numbers or letters to the beginning or end of the User ID you’d like to use.

I forgot my User ID. What do I do now?

Select Forgot User ID or Password from the login page or go to Login help to retrieve your User ID. Some information about your account will be confirmed, including the last 4 digits of your Social Security Number (SSN) or tax ID# to use this process.

How do I change my User ID?

To change your User ID, go to Profile Security Settings. If you can’t log in, select Forgot User ID or Password from the login page.

What should I do if I forgot or need to reset my password?

If you forgot your password, you'll need to reset it. Select Forgot User ID or Password from the login page or go to Login help to reset your password. Some information about your account will be confirmed, including the last 4 digits of your Social Security Number (SSN) or tax ID# to use this process.

What if I currently have different User IDs I wish to consolidate?

To consolidate your User IDs contact Customer Service at 800.862.7919 (M-F, 7 a.m. – 9 p.m. CT; weekends 7 a.m. – 7 p.m. CT).

What should I do if my access is suspended or revoked?

For your protection, online access to your account will be suspended if:

  • A one-time security code received through text or voice call was entered incorrectly multiple times.
  • A push code from the Ameriprise app was denied multiple times.
  • A code generated by a third-party authenticator app was entered incorrectly multiple times.

To regain access, contact Customer Service at 800.862.7919 (M-F, 7 a.m. – 9 p.m. CT; weekends 7 a.m. – 7 p.m. CT).

Can corporations register for the secure site on ameriprise.com?

Corporations can gain access to the secure site once eligibility is verified. To verify eligibility, a company representative should call Customer Service at 800.862.7919 (M-F, 7 a.m. – 9 p.m. CT; weekends 7 a.m. – 7 p.m. CT).

Why am I not receiving push notifications for 2-Step Verification with the Ameriprise Financial app?

There are a few requirements for receiving push notifications on your device:

  •  A device (tablet or phone) that has mobile data or is Wi-Fi enabled.
  • The latest version of the Ameriprise app downloaded to your device.
  • A successful login to the Ameriprise app on your device.

Check the settings in your Ameriprise Financial mobile app.

  1. After logging in to the mobile app, tap into the More menu and select Settings.
  2. From Settings, tap the Troubleshoot button.
  3. After confirming that notifications are allowed, select Cancel on this screen and try logging in again.
What should I do if I can’t access or have problems viewing the secure site on ameriprise.com?

There are several solutions that may resolve this issue:

  1. Clear the browser’s cache. Consult the browser's help section for instructions.
  2. Confirm the system date and time are correct.
  3. Edit your Bookmark or Favorite to ensure there is not a secure page or an out-of-date location saved. We recommend saving only ameriprise.com, which contains a Log In box to access your accounts, as a bookmark or Favorite.
  4. Confirm a supported operating system and most recent version of one of the supported browsers is being used. See “Technical support” for a full list of supported operating systems and browsers.
  5. Confirm the browser’s privacy settings are set to medium.
  6. Check with your network administrator to see if your company has access restrictions and if they can be lifted for access to our site.
How do you keep my confidential information secure?

Visit our Privacy, Security & Fraud Center to learn more about our privacy policy and how we safeguard your information.


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