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:
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 | Yes | Yes | Yes |
| – Expense Tracking | Yes | Yes | |
| – Annual Portfolio Summary Statement |
Yes | Yes | |
| – Unlimited Checkwriting | Yes | Yes | Yes |
| – MasterCard Debit Card | Gold card |
Platinum card | |
| – Initial Free Real-Time Quotes2 | 100 | 100 | 200 |
| – Wealth Management Services | Yes | ||
| – Alerts | Yes | ||
| – 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.
© 2008 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017
