Ameriprise Advisor Mobile, exclusively for Ameriprise Financial advisors, provides you with a secure, integrated way to stay up to date with your clients from your iPhone.
Important: Ameriprise Advisor Mobile is for Ameriprise Financial advisor use only and requires a user name and password. Ameriprise clients should download the Ameriprise Financial app available on the App Store.
Features:
• Secure: A user name and password is required for access.
• Integrated: Tap phone numbers to dial, tap addresses to get directions, tap email to send secure messages.
• Calendar: Provides multiple calendar views and the ability to add and edit content.
• Accounts: Access balances, recent transactions and more.
• Contacts: Provides addresses, phone numbers, profile and related contacts
• Notes: Add, edit and view contact notes.
• Tasks: View and manage tasks.
Disclosures:
For financial advisor use only. Not for use by the general public.
Investment products are not federally or FDIC insured, are not guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2015 - 2017 Ameriprise Financial, Inc. All rights reserved.
