Support

Account Management

Frequently asked questions

All FAQs about account management

  • Take a tour of TIAA Brokerage by watching this video .

  • Take a tour of the TIAA Portfolio Advisor account by watching this video .

  • Call us at 800-842-2252, Monday-Friday 8 am- 7 pm ET, write to us at TIAA Brokerage P.O. Box 1280 Charlotte, NC 28201 or email us by logging into your account online and using the Message Center.

  • You are able to connect or add your bank account to your brokerage account for the majority of account types. For many account types, this can be done online. By adding your bank account, you will have the ability to transfer money electronically to and from your brokerage account. How to add your bank account to your brokerage account.

  • "Provide" indicates that TIAA Brokerage does not currently have cost basis on file for your investment. The information can be updated by completing the Cost Basis Entry for Uncovered Securities form.

  • Brokerage account beneficiary and transfer on death instructions are not currently available for online update. To update your designations, download a form.

  • Contact TIAA Brokerage at 800-842-2252, weekdays 8 am - 7 pm ET.
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Weekdays, 8 am-7 pm (ET)
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TIAA Brokerage, a division of TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC , distributes securities. Brokerage accounts are carried by Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation, Member FINRA, NYSE, SIPC.