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.

Reduced pricing on online equity trades

Trade stocks or exchange-traded funds (ETFs) online for just $5.95 per trade.

Lower fees for online options trades

Make online options trades for $5.95 + $1 per contract.

Discounted mutual fund transactions

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

Discover more

Haven’t talked to us yet?

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

Call 888-211-3868
WEEKDAYS, 8 A.M.-10 P.M. (ET)
SATURDAY, 9 A.M.-6 P.M. (ET)

Why TIAA brokerage?

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 a recommendation or investment advice in connection with a distribution, transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. 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 in consultation with an investor’s personal advisor 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.

Brokerage Services are provided by TIAA Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC.

Brokerage accounts are carried by Pershing, LLC, a subsidiary of The Bank of New York Company, Inc., Member FINRA, NYSE, SIPC.

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

©2017 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, 730 Third Avenue, New York, NY 10017.
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