Easier online enrollment
The new online experience features the “choose for me” path, making it simpler and faster to enroll in employer-sponsored plans.
Customizing your start page
New and personalized start pages feature the information that matters most.
Features guidance to help new customers get the most from their TIAA account.
You can always switch back to your standard start page.
Features retirement savings, projected income and other info as you approach your target retirement age.
Features TIAA income, required minimum distributions and more for those already retired.
See if one of these customized start pages is available for you. You can always change it back later.
Opt-in for text alerts and reminders
We can send you an SMS text message after retirement transactions and mortgage payments, and we can send a reminder before an upcoming advisor meeting. Go to your communications preference page to opt-in to SMS.
Our automated assistant gets you the right documents faster
The “Ask TIAA” feature can save you the hassle of hunting for the right statements, forms and documents.
*All materials depicted are for illustrative purposes only.
Introducing a new loan calculator toolThis tool helps you understand your options before you take a loan. Enter the amount you want to take out and immediately see an estimated monthly payment.
Use the goals page in your online accountHave a Financial goal in mind? Head to your goals page to watch a quick video that explains the perks of setting smart financial goals.Team up with TIAA on your goals pageIf you have a dedicated TIAA advisor, they can help you develop and plan to achieve your financial goals in your account’s goals.
We’ve added TIAA Bank account actions to your online accountIf you have a TIAA Bank account, you can easily manage it from the actions page alongside your other TIAA accounts.*All materials depicted are for illustrative purposes only.
Visit our new required minimum distributions (RMDs) education pageVisit our new required minimum distributions (RMDs) education page
If you’re 70 ½ and retired, the IRS requires you to take a certain amount of money from your plans each year. RMDs can make people a little nervous, so we’ve pulled together some helpful resources, including a short video and an overview of the 5-step RMD process.Keep this resource in mind whenever RMDs come up.
Automated Assistant“Ask TIAA” can help you do more online“Ask TIAA” is our automated assistant that can now help you take a loan or withdrawal, transfer funds, and change investments and more online.After you use “Ask TIAA”, tell us what you think of it with a quick thumbs up or down.
Nearing retirement selectable homepage updatesSet your start page to focus on retirementIf you’re nearing retirement, you can now view your retirement savings, projected income, and investment allocations each time you log in. Set your start page to nearing retirement to see your customized summary view. (You can always change it back later.)
Statements & documentsView statements & documents for all TIAA accounts in one placeYou can now view investment and bank account statements together, organized by date, with an improved ability to sort and filter to find what you need. No need to poke around – it’s all right there for you.
Get more details from your online accountWe’re always working to make your online experience better.
Here are some recent improvements:
More contribution & activity infoSee your activity from the past 2 years instead of just 90 days.
529 education savings plans onlineIf you have a TIAA 529 plan, see more detailed account balance and investment information.Enhanced budgeting toolNew 360° Financial View can help you budget and plan with your whole financial picture in mind on any device.Learn about how you can analyze, manage, link and aggregate outside accounts
Build your retirement income planAre you within 5 years of retirement? Then try our Retirement Profile Tool and see if you are on track to meet your retirement income needs. Here’s how it works:
Step 1Answer a few questions to see if you’re on track.
Step 2View a proposed strategy that may improve your outcome.
Step 3Make adjustments to create a customized income plan.
Retirement contribution details now online & in the appLog into your online account or open the TIAA mobile app to see how much you’ve contributed to your retirement plans this year.Navigate to the year-to-date contributions details on the account summary page, or by choosing an account and selecting the contributions tab.