Ameriprise statements will never start at Page 1, as the first 1-5 pages are always a consolidated summary of all of the accounts in the associated plan.
Make sure to not assume a statement is a partial statement because it does not start at Page 1
If you do come across a consolidated summary page, move it to To-Do/Useless Pages
Extractions:
Beginning Balance
TX: Deposits
Transfer in
TX: Withdrawals
Transfer Out
Dividends
Interest
Capital Gains
Gain/Loss
Ending Balance
Income: Other
Income: Foreign
TX: Accrued
Equations:
TX: Income
={dividends} + {interest} + {capital gains} + {income: other} + {income: foreign}TX: Transfers
={transfer in} + {transfer out}
Normal Transaction Detail guidelines will be followed and used for these statements (columns will be labeled as “Date”, “Description” & “Amount”). Therefore, in the tables section this graph will be labeled as “Transaction Detail”
“Your Cash Sweep Activity” will NOT be included in the Transaction Detail.