A few steps to make the most of your new relationship

Support, when and where you need it.

Watch our video Opens dialog

Step 1: Communicate your way

Choose whether you'd like to receive documents and account information by email, text, or mail.

Set preferences Opens in new window
Person checking phone while working on laptop

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.

Link accounts Opens in new window
Woman sitting at desk and taking notes while thinking.

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.

Learn more
Father and son looking at tablet together and smiling.

Take Action

Call us

We're here to answer your questions and guide you towards the right solution.​

844-567-9077

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.​

Read more in Perspectives​

Get financial and investment insights from TIAA.

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.

1916155