Take a detailed look at holdings and transaction information for each of your accounts and track your progress towards your goals. View a snapshot of your account value over the last five years, see holdings and transaction data and quickly find margin account information.
Quickly see information about your account, like product name, ownership and your account number.
The objectives and parameters you provided your advisor for each account, reflecting what your advisor has used to personalize your investment approach and make recommendations.
A snapshot of your account value and summary of recent activity.
A snapshot of the investment products held in your account like stocks, bonds, mutual funds or ETFs.
The black line provides a five-year view of your account value 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.
An estimate of your realized gains and losses for the current statement period and year to date. These amounts are provided for information purposes only. Contact your advisor or log in to the secure site on ameriprise.com for investment performance details.
Your holdings provides additional details on each of the positions within this account.
Description and symbol or CUSIP for each holding within your account.
The number of shares of a specific security that you own within this account. This is an aggregate total and often includes multiple tax lots.
The value of each security on the last day of the statement period. Log in to the secure site on ameriprise.com for the current market price.
The total value of each position on the last day of the statement period. This amount is calculated by multiplying the quantity of your shares by the market price.
The total value of each position on the last day of the previous statement period.
The change in value of each position during the current statement period.
Cost basis and Unrealized Gain/Loss numbers can help you understand the potential tax implications of selling a holding, but do not reflect the performance or total return of that holding. These numbers are adjusted to include both the amount you have invested "out-of-pocket" over time plus any automatically reinvested earnings. As the cost basis number is adjusted upward for each reinvested dividend, you may see lower-than-expected gains or unrealized losses even for holdings that generated income for you or are worth more than the amount you paid "out-of-pocket." This makes sense for tax purposes, but should not be relied on to show how your holdings have performed. If you would like to review the performance of your accounts, your financial advisor can help.
An estimate of the anticipated income for a specific position for the calendar year. This information is obtained from the issuer, our affiliates, or various pricing services we believe to be reliable.
An estimate of the expected annualized income the position will generate through interest and dividends. This information is obtained from the issuer, our affiliates, or various pricing services we believe to be reliable.
Details about your account activity during the current statement period, including buys, sells, interest, dividends, capital gains and account fees.
Fees are grouped together for display purposes and provide you a detailed accounting of your fees paid and fees rebated during the statement period. Here you’ll also see fee rebates such as mutual fund 12b-1 fees when applicable.
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.
This information is hypothetical, for illustrative purposes only, and does not represent real client data.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
The Ameriprise ONE® Financial Account is a brokerage account with cash management features.
RiverSource Distributors, Inc. (Distributor), Member FINRA. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.
Ameriprise® certificates are issued by Ameriprise Certificate Company and distributed by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Ameriprise Bank, FSB. Member FDIC.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.