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.
Start the conversation
Our personalized approach enables your advisor, backed by a team of specialists, to focus on your unique goals.
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.
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 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.
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.