A few steps to make the most of your new relationship
Support, when and where you need it.
Step 1: Communicate your way
Choose whether you'd like to receive documents and account information by email, text, or mail.
Step 2: Get a 360o view of all your accounts
Link your accounts so you can see both your TIAA and outside accounts in one place for a total view of your financial picture.
Step 3: Download the TIAA mobile app
Manage accounts
View balances, see statements, get tax forms and send completed documents to your advisor.
Track performance
Keep an eye on how funds are doing—both your own funds and ones you’re watching.
Make contact
Communicate directly with your advisor or team, schedule callbacks and more.
Step 4: Make sure your interests and future are safeguarded
Now is a good time to update your beneficiary information and to select someone you trust as a point of contact. Plus, keep your estate planning and other important documents secure and organized online with TIAA Safe Estate.
Beneficiaries
Trusted Contacts
TIAA Safe Estate
Step 5: Stay informed
Get the latest insights from our experts on markets, the economy, and financial planning.
Take Action
Call us
We're here to answer your questions and guide you towards the right solution.
Weekdays, 8 A.M. to 10 P.M. (ET)
Schedule an appointment
You can schedule a time convenient for you to meet with a financial professional.
Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor.
This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.