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.

Introducing TIAA Business EdgeSM

An online experience made specifically for our retirement plan consultants and advisors.
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.

Get Connected

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.