1You will receive a separate fee agreement specifying the costs before enrolling in this account.
2Closed to new investors.
TIAA Relationship Disclosures
Overview
TIAA provides a variety of investment products and services through its affiliated broker dealer and investment adviser. We want you to fully understand the options available to you, the associated fees and costs, and the conflicts of interest we face and what we do to address them.
Client Relationship Summary (Form CRS)
This document can help you make informed decisions about the services, products and accounts offered by TIAA-CREF Individual & Institutional Services, LLC (“TC Services”, “we”, “us”, “our”), a TIAA affiliate, and their fees.
Additional information
Form CRS references this page to help you find additional information about our broker-dealer services, registered investment adviser services, and accounts/products we recommend, their fees and any related conflicts of interest
Broker-dealer (BD) services and accounts/products we recommend as a BD
The Regulation Best Interest DisclosureOpens pdf provides a detailed overview of each of our BD services and accounts/products we recommend as a BD, their fees and any related conflicts of interest. It also provides detailed information about how each of our financial professionals make money when they provide BD services and recommend BD accounts/products. This disclosure cross-references supplementary documents for each of these services, accounts and products.
Registered investment adviser (RIA) services and accounts/products we recommend as an RIA
These documents provide a detailed overview of the specific RIA services and accounts/products we recommend as an RIA, their fees and any related conflicts of interest. They also provide detailed information about how our financial professionals make money when they provide RIA services and recommend RIA accounts/products. These disclosures cross-reference supplementary documents for each of these services, accounts and products.
Contact us
Call 800-842-2252 to talk about retirement
We're here every weekday from 8 a.m. to 10 p.m. (ET).
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