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Account Opening

Frequently asked questions

All FAQs about account opening

  • Available account types include: Individual, Joint (Tenants with Rights of Survivorship, Tenants in Common, Community Property, Tenants by the Entirety), Custodial (Uniform Transfer to Minors Act (UTMA)) and Uniform Gifts to Minors Act (UGMA)), Traditional IRA or Rollover IRA, Roth IRA, Inherited IRA, Simplified Employee Pension (SEP) IRA, Savings Incentive Match Plan for Employees (SIMPLE) IRAs and most types of Trusts and Estates.

  • There is no minimum to open a self-directed brokerage account.  However, accounts that remain unfunded for more than 30 days or have a balance below $100 for a minimum of 3 months, may be closed.
     
    Please note to be considered for margin and options privileges, there is a $2,000 deposit requirement and mutual funds purchased within your brokerage account have a minimum investment requirement. 

  • There are no fees to open an account. However, there may be fees to purchase investments.

  • The online application is the fastest method to open a new account. Click here to open a TIAA Brokerage account online.
    Brokerage accounts are available to individuals residing in the United States. We are unable to open an account for persons living in a foreign country regardless of citizenship. Please call (800) 927-3059 for assistance.
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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.