Cash Solutions Account
TIAA-CREF Brokerage Services offers the Cash Solutions Account (CSA), a comprehensive cash
management solution that has all of the features of a standard brokerage account, plus:
- Unlimited checkwriting
- A MasterCard debit card
- A year-end portfolio summary
- Cost basis tracking
The Cash Solutions Account has three different levels: Silver, Gold and Platinum.
Eligibility, features and costs differ for each level.
| |
Silver |
Gold |
Platinum |
| Minimum Account Balance |
$5,000 |
$25,000 |
$250,000 |
| Annual CSA Fee |
No Fee1 |
$65 |
$110 |
| Account Features |
| Cost Basis Tracking |
|
 |
|
| Expense Tracking |
|
|
|
| Annual Portfolio Summary Statement |
|
|
|
| Unlimited Checkwriting |
|
|
|
| MasterCard Debit Card |
|
Gold card |
Platinum card |
| Initial Free Real-Time Quotes2 |
100 |
100 |
200 |
| Wealth Management Services |
|
|
|
| Alerts |
|
|
|
| ATM Access |
|
No Fee |
No Fee |
|
Note: No in-network fee assessed; other banks may charge a fee for
out-of-network transactions. ATM card is not available with a Silver account.
1 There is no annual CSA fee for Silver accounts; however, the annual brokerage maintenance fee
may apply to accounts with less than $500,000.
2 You will receive 100 additional real-time quotes for each trade executed online.
Wealth Management Group services are provided through Advice and Planning Services, a division of TIAA-CREF
Individual & Institutional Services®, LLC, a Registered Investment Advisor. TIAA-CREF Individual
& Institutional Services®, LLC also distributes securities and provides additional brokerage services
in its capacity as a registered broker/dealer, member FINRA. |
C41509
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