Transactions
The first Riversource product that was migrated to MMS
What is Adminserver Annuities
This page is the only location that displays trades and transfers after they have been executed.
What is Portfolio Activity?
The only page in Portfolio with a pie chart
What is Portfolio Allocation?
This is the only hidden page in Research that users must have a subscription entitlement to see.
What is Advisory Solutions Resources?
The page containing an entry point to update your beneficiaries (only need one, there are multiple)
What is the "I'd like to" menu or the Account Settings page?
The only digidoc doc-type which displays no text content on the body of the page.
What are Manager Videos?
The only page in Portfolio with a bar graph.
What is Portfolio Income
Between Performance and Allocation, this is the only section which displays on Overview by default. It is also the only line chart in Portfolio.
What is Portfolio Progress?
This component which also displays on trade ONLY receives delayed quotes.
What is the Historical Chart
This is the first 3rd party Bank that Ameriprise partnered with for Aspire.
What is Affinity Partners?
The Bill Pay CIS service which was built before the 2019 CWP migration and is still being used today.
What is getAccountsForBillPay
This page in the portfolio section gets the highest page views.
What is Portfolio Positions
The vendor used for getting Performance and Allocation data
What is PershingX (formerly Albridge)
This is the UIDD name of the additional tier of tab navigation beyond the tab navigation seen in the header, which today is ONLY used in the Research section.
What is the tertiary nav?
This is the only type of account that clients can open online with zero phone or advisor interaction.
What is the Savings Account?
This is an indicator passed in getClientTradeExperience which the FE reads to display a unique error page, but has never been used once since the 2019 creation of this CIS service.
What is firmLevelIndicator
An Ameriprise product which never had a Portfolio Summary page until 2023.
What is Ameriprise Bank
Unlike the trade glossary, this help modal's content is managed in BRE (only need one, there are two answers)
What is the Asset Class glossary or the "How to read this Table" modal on Performance.
This is the only screener that gets data from Morningstar instead of Refinitiv
What is the Mutual Fund screener?
The original codename of the bank project when it was still under NDA back in 2018.
What is Project Egret? (500 bonus points if you know the original codename BEFORE being changed to Egret)
A US state whose minimum state tax withholding is a percentage of the elected federal tax withholding during a qualified distribution. (Only need one, there are two)
What is Vermont, or Washington
This page is currently being combined with Portfolio Positions as part of the overall WWS effort.
What is Gain/Loss?
These are accounts which the client no longer owns, yet still contribute to historical Rate of Return values.
What are inactive accounts?
By default, this Research component shows at the bottom of the Overview page.
What is Watchlist?
The only page in secure site which displays the Risk Tolerance and Timeframe associated with each account, established at account setup.
What is the Account Settings page?