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Total View gives you and your advisor a complete financial picture
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If you're like most people, you have many types of financial accounts in several places. With Total View, you can:
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Easily view your accounts—no matter where they are held—in a single, secure location
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Work more effectively toward your goals by sharing a complete financial picture with your advisor
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View your Total View accounts with on-the-go access in the Ameriprise Financial app
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Total View lets you add assets and liabilities like retirement and bank accounts, mortgages and other accounts quickly and securely from many U.S.-based financial institutions.
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The third party account information shared with your financial advisor through Total View is for informational purposes only. Review or analysis of this information does not constitute an endorsement or recommendation by your financial advisor or Ameriprise of the investments, products, or services held or utilized by you and referenced by such third-party account information, and does not create a duty to advise you with respect to such third-party assets and services.
Ameriprise Financial
70100 Ameriprise Financial Center | Minneapolis, MN 55474
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2016 Ameriprise Financial, Inc. All rights reserved.
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