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WORKING WITH TIAA
Your Individual Advisory Services team
Your TIAA advisor and client relationship consultant are your primary contacts. For more complex needs, including trusts and managed account services, your advisory team can call on specialists in other areas.
How we start the conversation
We are always working with your needs in mind. Our personalized approach enables your advisor, backed by a team of professional specialists, to focus on your goals. We believe this can provide exceptional value at competitive costs.
TOOLS & APPS
Stay connected in person or online
TIAA’s online tools and mobile apps provide you with convenient, around the clock access to your accounts.
360º Financial view
View and manage your accounts all in one place.
See how it works.
See how it works.
Exchange secure messages with your advisor.
Alerts via email and on our website provide you with timely updates.
A secure way to exchange files with your advisor and supporting team.
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.
Certain products and services are only available to eligible individuals.
1Nothing in this document is intended to, nor should it be construed to, suggest the creation a legal partnership or joint enterprise.
2TIAA-CREF managed account services provide discretionary investment management services for a fee.
Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.