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About Ameriprise Financial

As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future.

Ameriprise Financial has remained true to its vision of putting its clients' interests first for 130 years. Ameriprise Financial has more than $1.4 trillion in assets under management, administration and advisement1.

1Ameriprise Financial Q1 2025 Earnings Release

 

Solutions and Advice Aligned to You

Through Ameriprise Financial, you'll have access to wide-ranging advice -- from customized investment recommendations and asset allocation strategies to comprehensive financial planning that covers key aspects of your financial life - to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.

Products and services available through Ameriprise:

  • Financial Planning
  • Retirement Planning
  • Investments
  • Funding Education Expenses
  • Insurance and Annuities
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
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Transition to Ameriprise Financial - FAQs

Following the transfer on May 19, you’ll receive a transition packet directly from Ameriprise Financial via email or mail. This packet will include transition action items, including but not limited to, document signatures and online account access. Once submitted, you will need to register to access your accounts with Ameriprise.

Rest assured, your financial advisor is there to explain any changes and help ensure you’re making choices that align with your financial goals.

In the coming weeks following the transfer on May 19, you’ll receive a transition packet directly from Ameriprise Financial via email or mail. This packet will include transition action items, including but not limited to, document signatures and online account access.

Until you complete and submit your transition packet, you will continue to view your investments using current login credentials with Osaic. After your packet has been submitted, you will need to register with Ameriprise Financial and it may take a few days to transfer your funds to Ameriprise’s system.

After the transition on May 19, you will temporarily be unable to view your investment account details within ChoiceOne’s digital banking. Rest assured; we are actively working on establishing a new connection to restore this functionality. We’ll notify you as soon as this option becomes available. Thank you for your patience and understanding.

After you have submitted your transition packet, you will need to register to access your accounts on the Ameriprise site at ameriprise.com/secure/register or on the Ameriprise app. If you have any questions, please reach out to your ChoiceOne Wealth Management Financial Advisor.

To login to your Ameriprise account, head to the Ameriprise website, found here: Log In - Ameriprise Financial

Enter your User ID and password, and click login. If you still have trouble signing in, you may select either option below the login area labeled "Forgot User ID or Password," and follow the instructions on how to reset your information and gain access.

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