Reduced brokerage pricing for Individual Advisory Services clients

If you’re an Individual Advisory Services client and you received a financial planning* solution from your TIAA advisor, we’ve added a few benefits for you.
Brokerage savings

Do you have a self-directed brokerage account? Here's how you can benefit.

As an Individual Advisory Services client, you're eligible to receive discounted pricing on your TIAA self-directed brokerage account if you have received a financial planning solution from your TIAA advisor. If you don’t have a TIAA brokerage account, you can open one today to take full advantage of this benefit.

No commission for online equity trades

Trade stocks or exchange-traded funds (ETFs) online for $0 per trade.

No fees for online options trades

Make online options trades for $0 per trade.

Discounted mutual fund transactions

Pay $35 for select mutual
fund transactions;
discounted from $50.

Discover more

Haven’t talked to us yet?

Speak with a TIAA advisor about how brokerage services may make sense for you.

Call 844-567-9077
WEEKDAYS, 8 A.M.-10 P.M. (ET)
SATURDAY, 9 A.M.-6 P.M. (ET)
Our brokerage accounts give you flexibility and convenience—find an account that works for you.
This material is for informational or educational purposes only and does not constitute investment advice under ERISA. 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.
These discounts do not apply to brokerage funds within an employer plan or Portfolio Manager or Portfolio Advisor Managed Accounts.

*Financial Planning is provided to IAS clients at no additional cost. If, after receiving the planning services a client then allocates assets to solutions available on the TIAA platform, there may be additional cost to the client and TC Services and its affiliates may receive additional compensation.

TIAA Brokerage, a division of TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities. Brokerage accounts are carried by Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation, Member FINRA, NYSE, SIPC.

Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.