TIAA TIAA

BROKERAGE ACCOUNT

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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 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
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 number
Example: Mary Smith Roth IRA A51111111

Check Deposit Ticket

Please download the Check Deposit Ticket and follow the instructions included in the form.
 
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
To mail your security certificates to TIAA Brokerage along with a completed Stock or Bond Power:
  1. Print your nine-digit TIAA Brokerage account number in the upper right corner on the front of each certificate.
  2. Please print the Irrevocable Stock or Bond Power sign and date the form. All parties whose names are on the certificates must sign the Stock or Bond Power form. You will need to send in a Stock or Bond Power form for each security.
  3. Make a copy of each certificate for your records.
For your protection all securities should be sent overnight, certified, or signature required mail to:
Pershing LLC
Attn: Securities Processing
1 Pershing Plaza
Jersey City, NJ 07399