Total View is a free service available to registered clients using the secure site on ameriprise.com.

We understand protecting your assets and identity is important and have safeguards in place to help keep your accounts safe and secure. We use multiple layers of security to protect both your financial and personal information. We provide bank-grade security and verification processes. The credentials you provide and the data from your accounts are encrypted using Secure Socket Layer (SSL) technology. Visit our Privacy, Security & Fraud Center for more information.

Examples of account and financial data you can add:

• Investments: Brokerage accounts, 529 education savings plans
• Banking: Checking, savings, certificate of deposit, money market
• Retirement: 401(k), 403(b), 457, IRAs (Traditional, Roth, Simple or SEP), profit sharing plan, deferred compensation plan, employee stock option plan
• Insurance: Term life, universal life, whole life
• Annuities

Examples of credit or liability accounts

• Credit cards
• Mortgages
• Loans: Auto, home equity, personal, student
• Lines of credit: home equity line of credit, personal line of credit

You can also manually add assets and liabilities that are not connected to a financial institution:

• Real estate (estimated market values provided by Zillow)
• Automobiles
• Boats
• Jewelry
• Accounts payable
• Loans

All connected accounts will begin updating when you go to the Total View Dashboard. Go to Accounts in Total View, select an account and a time stamp will show when it was last updated.

Manual accounts do not refresh automatically. Go to Accounts in Total View to manually update their values.

Dollar values for both assets and liabilities will generally show up as positive values. In some cases, you might see a negative number when an asset is overdrawn, such as an overdrawn checking account, or when a liability is overpaid, such as an overpaid credit card.

There are two types of alerts in Total View: alerts that need your attention, and alerts for connection problems.

Alerts that need your attention

These alerts occur when there are connection problems you can fix yourself. Examples include when you’ve changed the username or password for your financial institution and need to update it in Total View, or if you have closed an account and need to delete it from Total View.

• What you can do: Select the Fix This button and follow instructions to update your information. If that doesn’t work, log out and then log back in to the secure site. If the problem continues, contact Customer Service at 800.862.7919.

Alerts for connection problems

These alerts occur when your account data cannot be updated due to a technical issue with our system or your financial institution's website. They should resolve in a day or two without any action required.

• What you can do: If your connection problem lasts more than a few days, contact Customer Service at 800.862.7919.

Your Total View Client ID is a method of identification you may be asked to provide if you request help with an account alert. It is located on the Account Alerts page in Total View.

Go to Account Settings in your Profile, then select Unenroll from Total View in the Total View section. An email confirmation will be sent once you are unenrolled.

Note: When you unenroll from Total View, account information and credentials you previously entered will be removed from the Total View display. If you re-enroll at a later date, you will need to re-enter this information for each account.