Account Transfers

Frequently asked questions

All FAQs about account transfers

  • TIAA Brokerage does not charge a fee to initiate an incoming transfer to your account. However, we encourage you to check with your current provider as they may charge an outgoing account transfer fee.
  • Yes, complete and return an Incoming Transfer Form along with a copy of the most recent account statement for the account to be transferred.
    To transfer an account, the account title must be the same on both accounts; for example, John Smith Roth IRA to John Smith Roth IRA.
  • Existing account: Complete and return the Brokerage Incoming Account Transfer form along with a copy of a recent account statement, dated within the previous six months.
    New account:
    1. Open your account online, if you don't already have one. There is a transfer form included in the new account process.
    2. Complete and return the Incoming Account Transfer form, along with a recent account statement (dated within the previous 6 months). The name(s)/title on the account being transferred must match the name(s)/title on the receiving TIAA Brokerage account.
    For questions or assistance, please contact TIAA Brokerage at 800-842-2252, Monday-Friday, 8 am - 7 pm ET.
  • Once we request the assets from the other firm, we can do very little to control the transfer process. We encourage you to contact the delivering firm to check the status of your transfer.
  • To transfer mutual funds into your TIAA Brokerage account, please complete the Brokerage Incoming Account Transfer form. You can transfer directly from a mutual fund company or from another brokerage account depending on the delivering account type and your account type at TIAA Brokerage. Transfer fees may apply.
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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.