Support

Statements

Frequently asked questions

All FAQs about statements

  • Account statements are available within your account online or by contacting TIAA Brokerage at 800-927-3059, weekdays 8 am - 7 pm ET. Log into your account on TIAA.org. Select Statements and reports from the Quick Links action button located at the top of the page. View statements BY DATE or BY TYPE.

  • Statements, trade confirmations, tax statements, and shareholder communications can be received electronically by selecting eDelivery of statements and other documents. To sign up for eDelivery, log into your brokerage account on TIAA.org and select Brokerage eDelivery from the Quick Links button located at the top of the page.

  • Statements are typically available online within 7-10 days after the end of the month. Paper statements are mailed at the same time and should arrive a few days later, depending upon mail delivery. Note: If there is no activity in an account during a particular month, a monthly statement will not be generated. However, quarterly statements are generated with or without trading activity.

  • If you have multiple brokerage accounts and would like to have your account statements combined into one packet for mailing, complete the SelectLink / Combined Mail Application. You may also find that eDelivery of your account statements is also an efficient and preferable method of receiving your account documents. Sign up for eDelivery within your account online.

  • Use this schedule to find out when tax forms will be delivered.
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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.