Recognizing your financial achievements with the benefits you deserve
As an Ameriprise Financial client, you have access to a full range of financial products and services designed to meet your unique needs. As you achieve your financial goals, you may be eligible to be part of our Ameriprise Achiever Circle program. This program rewards you for your financial progress with exclusive benefits to help put your dreams and goals more within reach.Here are just a few of the exclusive benefits available for Achiever Circle clients. Talk to your advisor to learn more about the opportunities available for our high-value clients.
| Achiever Circle $100,000-$499,999 in eligible assets | Achiever Circle Elite Over $500,000 in eligible assets |
|---|---|
| Ameriprise ONE® Financial Account The annual account fee ($80) is waived when a client direct deposits $9,000 or more in the preceding quarter. |
Waived Account Fees Pay no annual fees on your Ameriprise ONE® Financial Account ($80) or your Ameriprise IRA plans ($50) |
| Ameriprise World MasterCard® credit card with Ameriprise Rewards | Ameriprise World Elite MasterCard® credit card with Ameriprise Rewards Annual $150 fee waived credit card. |
| Cash-Back Value Apply your Ameriprise Rewards cash-back value to an Ameriprise investment account or financial planning fee |
Priority Client Service Our highest level of priority phone service to complement the service from your advisor. |
| Credit Monitoring Service Save over 20% on identity theft and credit monitoring services through Equifax. |
Credit Monitoring Service Save over 20% on identity theft and credit monitoring services through Equifax. |
DISCLOSURES
Achiever Circle Program Terms
Ameriprise Financial Services, Inc.
(“Ameriprise Financial”), Member FINRA and SIPC, may terminate this
program and/or any associated offers at any time and reserves the right
to modify, change or alter the terms and conditions of the promotional
offers at its sole discretion. You should make investment decisions
based on your investment objectives, risk tolerance and financial
position and not on the basis of any offer.
Program eligibility.
Eligibility for recognition is achieved through reaching a household
investment level with Ameriprise Financial of $100,000 or more for
Ameriprise Achiever Circle, and through maintaining a household investment level with Ameriprise Financial of $500,000 or more for Ameriprise Achiever Circle Elite.
Maintaining your Achiever Circle Elite status.
You must maintain an investment level with Ameriprise Financial as
defined above to continue to be recognized at, and be eligible for, Achiever Circle Elite
level benefits. If your household balance falls below $400,000 and
remains below $400,000 for 12 consecutive months you will no longer be
recognized at, or be eligible for, Achiever Circle Elite benefits.
Households are defined as the primary
household account for an individual, his/her spouse or domestic partner,
and any accounts owned for, by or with their unmarried children under
the age of 21 who reside at the same address, or any affiliated trustee,
custodian, etc. Individuals who have a custodial or trusteed
relationship to your primary household group may gain knowledge of your
Elite status through Ameriprise Financial statement branding, but will
not have access to any of your personal account information. Grantors of
trusts should seek advice from their tax advisors to ensure there will
be no adverse tax consequences to them as a result of receiving program
benefits.
Ameriprise Financial, its affiliates
and third parties may use information concerning accounts owned by
yourself and your primary household group to determine program
eligibility and provide members of the group with paper and/or
electronic statements. The types of accounts that may be included are:
investment, insurance, annuity and brokerage accounts, including
features linked to brokerage accounts; and networked, nonproprietary
mutual fund accounts held direct-at-fund. Certain products, such as
immediate annuities and deferred annuities in payout, are excluded when
determining the asset balance.
Fee waivers associated with this
program may have a tax impact — please consult your tax advisor. Other
terms and fees may apply based on the benefits and features you select.
Read all agreements carefully.
Ameriprise ONE® Financial Account. The Ameriprise ONE Financial Account is a brokerage account with cash management features. Achiever Circle/Achiever Circle Elite member status is not an exemption to the Ameriprise ONE
Financial Account maintenance fee. The maintenance fee will be waived
as long as you maintain assets with Ameriprise Financial of at least
$400,000 for Achiever Circle Elite.
Annual Fee Waiver for Achiever Circle Elite Members:
If you are an Ameriprise Achiever Circle Elite member, the annual fee on a World Elite card will be waived. The Annual Fee may or may not be waived in any year based on factors we may determine from time to time without waiving your Annual Fee in subsequent years. If at any time you are no longer an Achiever Circle Elite member, you will be assessed an Annual Fee of $150. Please see your Cardmember Agreement for more details. Please refer to ameriprise.com or your Financial Advisor for more information about your Achiever Circle status and how this status may change.
If you are an Ameriprise Achiever Circle Elite member, the annual fee on a World Elite card will be waived. The Annual Fee may or may not be waived in any year based on factors we may determine from time to time without waiving your Annual Fee in subsequent years. If at any time you are no longer an Achiever Circle Elite member, you will be assessed an Annual Fee of $150. Please see your Cardmember Agreement for more details. Please refer to ameriprise.com or your Financial Advisor for more information about your Achiever Circle status and how this status may change.
For information about the annual fee,
rates, fees, other costs, and the rewards program rules and benefits
associated with the use of this credit card program, please see the Terms and Conditions.
Identity theft protection through Equifax.
Equifax Credit Watch, Score Watch and Equifax Credit Report are
trademarks of Equifax Consumer Services, Inc. Equifax is a registered
trademark of Equifax Inc., used with permission. Credit information
products are provided by Equifax Consumer Services, Inc. Identity Theft
Insurance underwritten by member companies of American International
Group, Inc. The description herein is a summary only. It does not
include all terms, conditions and exclusions of the policies described.
Please refer to the actual policies for complete details of coverage and
exclusions. Transaction (report only) purchases: report is available to
view online for 30 days from the date of purchase and does not update.
Subscription purchases: report is available to view online for 12 months
from the date of purchase (unless you cancel your subscription before
then) and does not update.
Offer Terms & Conditions
These promotional offers are offered as part of Ameriprise Financial's Achiever Circle and Achiever Circle Elite programs.
Ameriprise Financial and its affiliates use the Ameriprise Rewards
program and pay for the associated Ameriprise Rewards points provided to
Achiever Circle members to promote certain products and services. For more information regarding the Ameriprise Rewards program view the Terms and Conditions. View current offers and program details for Achiever Circle and Achiever Circle Elite.
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