TIAA Business EdgeSM
The new, secure website designed specifically for our financial advisor and consultant partners
Learn how TIAA Business EdgeSM can help you deliver retirement planning services.
Designed for you
Make informed decisions and client recommendations, and leverage tools to help you stay on track
With TIAA Business Edge, you can:
- 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 have authorization for one of your client’s PlanFocus® data to access and use TIAA Business Edge.