How can my family access my Ameriprise Financial account after I die?

The process typically involves contacting Ameriprise Financial with a death certificate and proof of relationship. Our step-by-step guide walks you through the exact procedure.

🏦 Banking & Finance

What Happens to Your Ameriprise Financial Account When You Die

Financial planning

Quick Facts

Phone

1-800-862-7919

Type

Financial planning

Timeline

2-4 weeks

Step-by-Step Guide

Call Ameriprise: 1-800-862-7919

Report death and request estate claim process. Your financial advisor (if assigned) should also be contacted directly.

Submit documentation

Death cert, letters testamentary, your ID.

Official docs

Document Now Checklist

Ameriprise advisor contact
Account numbers
Beneficiary designations

Last verified: June 2026. Platform policies may change. Verify current procedures directly with Ameriprise Financial. This guide is for informational purposes only and does not constitute legal advice.

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