Account opening and management

Frequently asked questions

All FAQs about account opening and management

Take a video tour of the TIAA Brokerage Self-Directed or Portfolio Advisor account.

Available account types include: Individual, Joint (Tenants with Rights of Survivorship, Tenants in Common, Community Property, Tenants by the Entirety), Custodial (Uniform Transfer to Minors Act (UTMA)) and Uniform Gifts to Minors Act (UGMA)), Traditional IRA or Rollover IRA, Roth IRA, Inherited IRA, Simplified Employee Pension (SEP) IRA, Savings Incentive Match Plan for Employees (SIMPLE) IRAs and most types of Trusts and Estates.

There is no minimum to open a self-directed brokerage account. However, accounts that remain unfunded for more than 30 days or have a balance below $100 for a minimum of 3 months, may be closed.

Please note to be considered for margin and options privileges, there is a $2,000 deposit requirement and mutual funds purchased within your brokerage account have a minimum investment requirement.

There are nofeesOpens dialog to open an account. Many fees are dependent upon the services and features that you choose to use, as well as how you choose to invest.

Online help

Calling us

Weekdays, 8 a.m. − 7 p.m. (ET)

800-842-2252

TIAA Brokerage, a division of TIAA-CREF Individual & Institutional Services, LLC, Member FINRAOpens in a new window and SIPCOpens in a new window, distributes securities. Brokerage accounts are carried by Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation, Member FINRA, NYSE, SIPC.