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All FAQs about 360° Financial View
It's a secure tool you can use to view all your TIAA and outside accounts from over 18,000 online accounts and data sources. You can get a complete picture of your finances, track your spending, set up email alerts, and create a budget in minutes.
The 360° Financial View is available at no cost as a service from TIAA.
How can it help me?
Your 360° Financial View can help you get a complete view of your assets and liabilities while leveraging tools that will help you manage your asset allocation and financial plan. 360° Financial View does this by importing your balances each time you log in.
Yes. All your information is securely stored and encrypted using leading-edge technology, and stringent security standards and business practices protect your data. Keeping your personal information secure is a top priority at TIAA.
We have significant safeguards in place, and continuously monitor and implement technological and procedural improvements to increase data security. Please see our Online Privacy Policy and Security for more information.
You can link accounts by providing the login information you use to access them on each company's website. You can also create manual accounts to keep track of offline assets, such as real estate or accounts that do not offer online access.
What types of accounts can I add?
360° Financial View supports more than 18,000 online accounts and data sources including:
• Retirement and investment accounts
• Checking and savings
• Credit card
• Mortgages
• Real estate and more
• Checking and savings
• Credit card
• Mortgages
• Real estate and more
You may need to establish or reset your online access for that account. Contact that institution to verify your login information, then try linking the account again.
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.
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