Support

Account Funding

Frequently asked questions

All FAQs about account funding

  • You are able to fund your brokerage account through a variety of methods; including ACH (electronic funds transfer), check, wire, certificate deposit. transfer from another account (at TIAA or another firm), and direct deposit. Some restrictions and fee may apply. Call us at 800-927-3059, weekdays from 8 a.m. - 7 p.m. ET.
  • TIAA Brokerage is unable to accept physical checks directly in our offices, via a branch or through an advisor. All checks must be mailed directly to Pershing LLC at:
    TIAA Brokerage
    C/O Pershing LLC
    One Pershing Plaza
    Jersey City, NJ 07399
    You may download a check deposit ticket by selecting this link.
    Please make checks payable to TIAA Brokerage FBO (for benefit of) Your Name and include your full account number.
    We are unable to accept cash, starter checks, traveler's checks, money orders, or third-party checks/double endorsed checks. The check registration should match the registration on the account or be from a listed account owner.
  • Funds wired to your TIAA Brokerage account are usually received same day. Wires must be in U.S. dollars. Sometimes the company sending the wire will charge you a fee. Please provide your financial institution with the following information:
    Bank of New York
    One Wall Street
    New York, NY 102886
    ABA# 021000018
    Pershing LLC
    For further credit to: TIAA Brokerage account title and account number
  • Please review the most current IRS contribution limits for Traditional and Roth IRAs before making a contribution.
    You are able to contribute to your IRA through electronic funds transfer online at no charge from TIAA Brokerage. Log into your account on TIAA.org. Select Transfer Money from the Quick Links menu and follow the steps. If you don't have a bank account on file, you will be able to add a bank and request a contribution.
    To make an IRA contribution by check, please download a deposit ticket to include with your check. You should note the contribution year and and your IRA account number. It is important to note that TIAA Brokerage is unable to split checks between different accounts and each deposit requires a separate check. You may access the check deposit ticket here: https://www.tiaa.org/public/pdf/F11469.pdf. All checks must be mailed directly to Pershing LLC at:
    TIAA Brokerage
    C/O Pershing LLC
    One Pershing Plaza
    Jersey City, NJ 07399
    To send in an IRA contribution by wire, please access our wire instructions (insert hyperlink to FAQ 8 above) and include the contribution year. Your sending institution may charge you a fee to wire your contribution.
  • Please see the instructions located on the Funding Your Brokerage Account page.
    All signatures must be signed exactly as printed on the front of the certificate. Requirements may differ by account and there may be additional paperwork needed when the account registrations do not match the name(s) on the certificate. Note: Many Transfer Agents now charge a fee when depositing certificates into deposit accounts outside of the Transfer Agent. For more details, contact TIAA Brokerage at 800-927-3059, Monday-Friday 8 a.m.-7 p.m. ET.
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