Ameriprise Financial 4+

Name: Ameriprise Financial
Rating: 3.2 (283 reviews)
Author: Ameriprise Financial, Inc.

Ameriprise Financial, Inc.

Diseñada para iPad

- 3.2 • 283 calificaciones

- Gratis

Descripción

Get anytime, anywhere access to the information you need to help you make smart, informed financial decisions.

At Ameriprise Financial, we provide a personalized financial advice strategy based on your goals and needs.

With the Ameriprise Financial app, you can connect with your accounts and your financial advisor:

Track your progress
• View a snapshot of your total asset value and account summary
• Check account information including balances, positions, and recent activity
• View portfolio allocation and performance

Get a more complete financial picture
• View accounts you add to Total View – no matter where they are held
• View your financial goals, including tracking your progress

Collaborate securely with your financial advisor
• Upload documents to share with your financial advisor
• Securely communicate with your financial advisor with Message Center
• Electronically sign documents

Complete your tasks
• Pay bills and make one-time or recurring transfers between eligible Ameriprise accounts and external accounts
• Deposit checks into eligible Ameriprise accounts
• Research market news, security quotes, and historic charts

The Ameriprise app is covered by safeguards similar to those we use to protect your privacy and security online. Visit our Privacy, Security & Fraud Center for more information.

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Disclosures

Account data used in Ameriprise Financial app screenshots is for illustrative purposes only, does not reflect actual account data and is not a recommendation.

Ameriprise Financial cannot guarantee future financial results.

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.

The Compass is a trademark of Ameriprise Financial, Inc.

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.

15 jun 2024

Versión 6.3.1

This update includes minor enhancements and bug fixes.

3.2 de 5

283 calificaciones

Good…could be better

This App is pretty darn good. Works pretty much just like a normal web interface. My only pet peeve is the orientation of the App. On an iPad it HAS to be landscape mode. I never use my iPad that way and find it cumbersome and inconvenient. I wish the developers would add the option for portrait mode. Then I would give it 5 Stars.

Portfolio Performance Update Makes App Worse

As other users have already noted, the latest update to the app makes the process of extracting portfolio performance considerably less user friendly. It now takes more clicks to get less information. The previous version of this functionality was far from ideal (several implementations that offer superior customer experience are available in apps from competing providers), but at least I only had to tap once to see financial data for other periods.

Rate of return is ultimately the most important data point for a user of this service and now it’s much harder to calculate.

Work in progress

Latest update puts a goals section between your account totals and your accounts. Why isn’t it below? The goal item isn’t something you’d even use often yet it was put higher than the accounts.

Need to be able to see trading information on my accounts. I can’t see my open limit orders. Also, tax lots are in the wrong order. Short term section appears before long term- but when you open up the sections the lots are then oldest to newest. Not very consistent. Brokerage positions can’t be viewed together- you have to pick a category.

El desarrollador (Ameriprise Financial, Inc.) indicó que, entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.