TIAA Business EdgeSM
Business Edge: A secure website for plan consultants and advisors
Learn how it can help you deliver better retirement planning services with key insights across your book of business.
Designed for you
Use TIAA’s secure website to make informed decisions and client recommendations
With TIAA Business Edge, you can:
- Leverage tools to help you stay on track
- Quickly view all clients and plans in your TIAA book of business—anywhere, anytime
- Access plan performance data, charts and graphs to garner rich insights and monitor trends over time
- Easily create customized, reporting to deepen and expand client relationships
- Help clients manage deadlines with alerts and the at-a-glance calendar
Managing Made Simple
Quickly access data and tools that can help you manage your practice
With a single click, you’re connected to reporting, analytics and information across your entire TIAA client book of business.
Access TIAA Business Edge anytime, anywhere, from your desktop or mobile device with your TIAA user ID and password.
You must be authorized to access PlanFocus data for at least one of your clients.