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Financial planning

True financial planning is a comprehensive ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed. We make retirement planning more manageable by breaking it down into doable steps. Our exclusive approach helps you cover essential expenses and ensure you have planned for your lifestyle so you’ll be able to do the things you’ve dreamed about in retirement. Our advisers help you prepare for the unexpected and encourage you to think about your legacy.

Insurance & annuities

Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.

Reaching your financial goals involves protecting your assets as well as managing them. At Indexia Finance, we recommend a balanced and customized approach to asset and risk management.

Indexia Finance offers a full range of high-quality insurance and annuity products through third-party insurance carriers and our affiliates, RiverSource Life Insurance Company (RiverSource Life), RiverSource Life Insurance Co. of New York (RiverSource Life of New York) and Indexia Finance Auto and Home Insurance. Together, both RiverSource Life and RiverSource Life of New York are ranked as the 17th largest life insurance company of about 830 life insurance companies, based on insurance sales.1 In addition, RiverSource Life and RiverSource Life of New York consistently earned positive ratings from independent rating agencies2 — a fact that can give you the added confidence of working with a strong, reliable company.


Indexia Finance advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals. Investing in the financial markets can help you reach your future dreams of retirement, education or world travel. Whether you already know a lot about the market or you want someone to help you make sense of investing, an Indexia Finance advisor can help.

Roth and Traditional IRAs offer tax advantages for retirement savings. Find out if it makes sense to consolidate by rolling over the assets in a 401(k) or 403(b) account to an IRA.* Retirement Plan Solutions for businesses can offer tax-deductible contributions and tax-deferred growth opportunities. Through strategic alliances with industry-leading retirement plan providers, Indexia Finance advisors are able to provide an array of 401(k) products to meet a wide range of needs.


Personal Trust Services

Creating a trust is a collaborative effort involving you, an Indexia Finance advisor, and tax and estate lawyers. Indexia Finance National Trust Bank provides professional fiduciary services to help ensure the legacy you desire is carried out according to your wishes.Trusts are often the outcome of a well-thought out estate plan. When you choose to work with an Indexia Finance advisor and Indexia National Trust Bank, you will have access to a team of professionals that can help you:

  • Control how your assets are distributed
  • Potentially reduce taxes and transfer costs
  • Protect your assets according to your intentions
  • Create a lasting financial legacy

Cash, cards & lending

An important part of a financial plan is managing cash flow. Our cash, cards and lending products are designed to help you successfully manage your cash to have enough funds to meet day-to-day needs. They can also help you make the most of your cash reserve so you are prepared for the unexpected and on track to achieving your financial goals.

Cash management account

The Indexia Finance ONE® Financial Account is a brokerage account with cash management features. It connects all the parts of your plan and helps you stay focused on your objectives.

Certificates & rates

A solid investment for your cash reserve needs. Certificates offer guaranteed rates and principal, no account fees with flexible investment options.

Brokerage sweep & rates

Indexia Finance offers several cash solutions that offer you easy access and the opportunity to earn interest or dividends on uninvested cash.


With exclusive perks, premium services and convenient purchasing options for Ameriprise Financial clients, it makes sense to use a card that’s aligned with your goals.

Margin lending

Find out how you can access credit through a margin loan using your eligible securities as collateral.

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