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FAQs – Documents & research

Log in to your account . Under My Account, look for the Account Summary section. Then select Statements & Reports and navigate to your tax documents.

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Log in to your account . Look for Retirement plans & IRAs in the MY ACCOUNT menu, then select Research investments to get started.

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Log in to your account . Under Portfolio Summary section, click on Investments.

You should see a list of all your investments and how the balance has changed since the prior quarter. If you have multiple accounts, a dropdown menu will appear that allows you to customize the list.

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Log in to your account . Under My Account, look for the Account Summary section. Select Statements & Reports. Your document(s) will be listed in the Plan Sponsor Disclosures and Notices section.

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Log in to your account . Under My Account, look for the QuickLinks section. Then select Upload Documents.

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Log in to your account . Under My Account, look for the Account Summary section. Underneath, select Statements & Reports.

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Log in to your account . Under Support, select Forms. Find the Transaction Routing Request form, then print and complete it.

Send the completed Transaction Routing Request form along with the TIAA cash withdrawal form directly to the TSA Consulting Group. The fax number and mailing address are located on the lower right corner of the Transaction Routing form on page one.
 

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Log in to your account . Under My Account, look for the Retirement Plans & IRAs section. Select Retirement Investments.

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Log in to your account . Under Portfolio Summary section,

If you own multiple products with TIAA, a menu will appear that allows you to chart your entire portfolio or your retirement investments only. You can also use the dropdown menu to select one specific account.

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Log in to your account . Under My Account, look for the Account Summary section. Then select 360° Financial View.

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Log in to your account . Under My Accounts section,

Select the type of account you want. Click the + icon next to the account name to see change in balance, holdings and recent transactions. For additional details, select the account name or View account details from the Actions dropdown menu to go to the account details pages.

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Log in to your account . Under My Account, look for the Account Summary section.

Then select Personal Rate of Return or Daily Summary. You can also go to Retirement Plans & IRAs and select Retirement Investments. Select an investment type to get a breakdown by plan.

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Log in to your account . Under My Account, look for the Account Summary section. Then select Statements & Reports.

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Log in to your account . Under My Account, look for the Account Summary section. Then select Statements & Reports

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Our website is always a work in progress. Your input helps us make our site as useful as possible.

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