Learn more about funding options

How do I fund my brokerage account?

Here are your options:

Bank transfer (Electronic funds transfer EFT)

There is no fee to transfer money electronically to your TIAA Brokerage account from your bank account. For most accounts, you are able to add your bank account to your brokerage account by logging in at www.tiaa.org.

Wire transfer

Funds wired to your TIAA Brokerage account are usually received same day. Wires must be in U.S. dollars only. Sometimes the financial institution sending the wire will charge you a fee. Please provide your financial institution with the following information:

Bank of New York
240 Greenwich St.
New York, NY 10007
ABA# 021000018
Pershing LLC
Account #890-051238-5
For further credit to: TIAA Brokerage account title and account number
Example: Mary Smith Roth IRA A51111111

Check Deposit

Please download the Check Deposit Ticket. Include your Brokerage account number on the face of each check, and mail to the applicable address listed below. Checks should be sent to:

Non-IRA accounts

Regular U.S. Mail:
Pershing LLC
PO Box 382121
Pittsburgh, Pennsylvania 15250-8121

Overnight Mail:
Pershing LLC
Attn: 382121
1350 Penn Avenue, Suite 102
Pittsburgh, Pennsylvania 15222

IRA accounts

IRA Contributions:
Regular and Overnight U.S Mail:
Pershing LLC – IRA Contribution Processing
1 Pershing Plaza
Attn: Imaging Center 3rd Floor
Jersey City, NJ 07399

Regular U.S. Mail - Retirement rollover deposits:
Pershing LLC - Rollover Processing
PO Box 382084
Pittsburgh, PA 15250-8084

Overnight Mail - Retirement rollover deposits:
Pershing LLC - Rollover Processing
Attn: 382084
1350 Penn Avenue, Suite 102
Pittsburgh, Pennsylvania 15222

Retirement transfer deposits:
Pershing LLC - Transfer Processing
PO Box 382091
Pittsburgh, PA 15250-8091

Overnight Mail - Retirement Transfer:
Pershing LLC - Transfer Processing
Attn: 382091
1350 Penn Avenue, Suite 102
Pittsburgh, Pennsylvania 15222

Direct Deposit

To establish direct deposit instructions, you will need to provide the sending party or bank the required account information. Use the TIAA Brokerage Direct Deposit form to assist you in establishing direct deposit instructions.

Move money from another firm

Download and complete the Incoming Transfer Form to instruct us on how to transfer your account from another firm to your TIAA brokerage account.

Standard Mail:

TIAA Brokerage
PO BOX 1280
Charlotte, NC 28201

Overnight Mail:

TIAA Brokerage
8500 Andrew Carnegie
Charlotte, NC 28262

By Stock Certificate

Many Transfer Agents now charge a fee when depositing certificates into accounts outside of the Transfer Agent. You may want consider depositing the certificate(s) directly with the Transfer Agent and then transfer into your account at TIAA.

For more details, contact TIAA Brokerage at (800) 842-2252, weekdays, 8 a.m. - 7 p.m. ET.