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.
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.


Trusted Contacts

TIAA Safe Estate

Step 5: Stay informed

Access our educational financials webinars, available on demand. Also see our schedule of upcoming topics.
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.