TIAA Business EdgeSM
Business Edge: A secure website for plan consultants and advisors
Help your clients meet their fiduciary obligations and drive successful outcomes. Business Edge provides robust tools and key insights to help you deliver better retirement services across your book of business.
Watch this quick video to see newly improved enhancements!
User Management
Introducing a new user management experience
You can now add and manage users and clients through Business Edge to help run your firm more efficiently and securely. View these resources for Firm Managers and Delegates to learn more.
Follow these step-by-step instructions to guide you through the new user management process.
Designed for you
Use TIAA’s secure website to make informed decisions and client recommendations
With a single click 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
- Access robust reporting with the ability to easily create customized reports to deepen and expand client relationships
- Help clients manage deadlines with alerts and the at-a-glance calendar
- Assign user access within your firm and request access to client data not currently accessible on Business Edge
- Modify your email alert settings to help manage your inbox
Access
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.
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