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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.
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Link your accounts so you can see both your TIAA and outside accounts in one place for a total view of your financial picture.
 
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Step 3: Download the TIAA mobile app

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Manage accounts

View balances, see statements, get tax forms and send completed documents to your advisor.
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Track performance

Keep an eye on how funds are doing—both your own funds and ones you’re watching.
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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

Access our educational financials webinars, available on demand. Also see our schedule of upcoming topics.
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Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor.
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