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
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, 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
Pershing LLC
PO Box 382121
Pittsburgh, Pennsylvania 15250-8121
Overnight Mail:
Pershing LLC
Attn: 382121
500 Ross Street 154-0455
Pittsburgh, Pennsylvania 15262-0001
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
Regular and Overnight U.S Mail:
Pershing LLC – IRA Contribution Processing
Attn: 382091
500 Ross Street 154-0455
500 Ross Street 154-0455
Pittsburgh, PA 15262-0001
Regular U.S. Mail - Retirement rollover deposits:
Pershing LLC - Rollover Processing
P.O. Box 382084
Pittsburgh, Pennsylvania 15250-8084
Pershing LLC - Rollover Processing
P.O. Box 382084
Pittsburgh, Pennsylvania 15250-8084
Overnight Mail - Retirement rollover deposits:
Pershing LLC - Rollover Processing
Attn: 382084
500 Ross Street 154-0455
Pittsburgh, Pennsylvania 15262-0001
Pershing LLC - Rollover Processing
Attn: 382084
500 Ross Street 154-0455
Pittsburgh, Pennsylvania 15262-0001
Retirement transfer deposits:
Pershing LLC - Transfer Processing
P.O. Box 382091
Pittsburgh, Pennsylvania 15250-8091
Pershing LLC - Transfer Processing
P.O. Box 382091
Pittsburgh, Pennsylvania 15250-8091
Overnight Mail - Retirement Transfer:
Pershing LLC - Transfer Processing
Attn: 382091
500 Ross Street 154-0455
Pittsburgh, Pennsylvania 15262-0001
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 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) 927-3059, weekdays, 8 a.m. - 7 p.m. ET.