Learn more about funding options

How do I fund my brokerage account?

Here are your options:

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 accountOpens pdf 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
One Wall Street
New York, NY 10286
ABA# 021000018
Pershing LLC
Account #890-051238-5
For further credit to: TIAA Brokerage account title and account numberExample: Mary Smith Roth IRA A51111111

Check Deposit

Please download the Check Deposit TicketOpens pdf. Include your Brokerage account number on the face of each check, and mail to the applicable address listed below, rather than the address listed on the Check Deposit Ticket. 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 
500 Ross Street 154-0455 
Pittsburgh, Pennsylvania 15262-0001

IRA accounts

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

Regular U.S. Mail - Retirement rollover deposits: 
Pershing LLC - Rollover Processing 
Attn: 382091
500 Ross Street 154-0455
Pittsburgh, Pennsylvania 15262-0001

Overnight Mail - Retirement rollover deposits:
Pershing LLC - Rollover Processing 
Attn: 382084
500 Ross Street 154-0455
Pittsburgh, Pennsylvania 15262-0001

Retirement transfer deposits: 
Pershing LLC - Transfer Processing 
Attn: 382091
500 Ross Street 154-0455
Pittsburgh, Pennsylvania 15262-0001

Overnight Mail - Retirement Transfer:
Pershing LLC - Transfer Processing
Attn: 382091
500 Ross Street 154-0455 
Pittsburgh, Pennsylvania 15262-0001

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 formOpens pdf to assist you in establishing direct deposit instructions.

Move money from another firm

Download and complete the Incoming Transfer FormOpens pdf 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.