Advisors Working with Individuals

Become an Authorized Advisor

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Becoming an authorized advisor at TIAA brings numerous benefits to you and your clients. You can manage your clients’ accounts via various online tools, access more than 15,000 fund options, and take advantage of special webinars and marketing opportunities.

As an authorized advisor, you will have far broader access to your clients’ account information. We can help you manage your clients’ accounts through online trading capabilities, online duplicate statements, fee deductions, and the ability to download data from numerous sources including PortfolioCenter, Morningstar Office, Advent and Albridge. As your business with us grows, you will enjoy additional benefits such as access to centralized client statements via CD-ROM.

We offer our authorized advisors the following product-related services:

Please complete the following steps to become an authorized advisor at TIAA:

Step 1: Register online

Step 2: Complete TIAA’s Advisor Master Agreement

​In order to establish online secure web access, complete the Advisor Master Agreement and fax it to 800-842-5916 or mail it to the address indicated. The Advisor Master Agreement should reflect the same information as your online registration – either as a firm or an individual.

Step 3: Obtain client authorization

Download the Authorization to Access Form for client authorization on all TIAA products.

If you need assistance with any of the steps in this process, please call Advisor Services at 888-842-0318, Monday through Friday 8 a.m. to 7:30 p.m. ET.

Advisor Services Hotline:

Monday – Friday 8:00AM to 7:00 PM ET

Call us at 888 842-0318

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Recognition & Ratings

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Visit TIAA.org for more reasons to work with us.

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