A few steps to make the most of your new relationship
Support, when and where you need it.
Step 3: Download the TIAA mobile app
View balances, see statements, get tax forms and send completed documents to your advisor.
Keep an eye on how funds are doing—both your own funds and ones you’re watching.
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.
Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor.