Self-Guided Investment Services

Helping you stay in control of your financial future.

Want to learn more? Call us at 855-728-8422855-728-8422.

Schedule an apppointment

Guidance and insight to feel more confident

Planning for your future raises lots of questions, from the best investment choices for meeting your goals to maximizing your retirement income. You can make more informed decisions with a wide range of self-service tools and resources, plus phone support when needed.

More access to get more done

  • Conduct a review to see how well you’re tracking toward your retirement goal
  • Explore options for saving and investing through Roth and Traditional IRAs, as well as brokerage services
  • Take advantage of banking services for day-to-day cash management and borrowing need
  • Speak to an individual financial consultant for additional help and guidance

Your tools, solutions and resources start here

Retirement Advisor

See how much you should save and how you should invest your assets for the kind of retirement you want.

Retirement Income Illustrator

Create your own retirement profile and see how much income you can expect in retirement from existing assets.

Goal Tracker

Select the financial goals most important to you and learn how to meet them.

Stay in control your way

Online

Track your account performance and update critical information such as beneficiary designation.

Mobile

View your statements and tax forms, check balances and do other day-to-day transactions from anywhere.

Call

Speak to an individual financial consultant, Monday – Friday.

 

Call  855-728-8422

Take Action

Schedule an appointment​

You can schedule a time convenient for you to meet with a financial professional.​

Read more in Perspectives​

Get financial and investment insights from TIAA.

Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser. Our advisory consultants provide a range of services. They act as registered representatives of TIAA-CREF Individual & Institutional Services, LLC when providing broker-dealer services, investment adviser representatives of TIAA-CREF Individual & Institutional Services, LLC when providing investment advisory services and licensed insurance agents when providing insurance services. 

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.

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