Advisors Working with Individuals

Become an Authorized Advisor

Becoming an authorized advisor at TIAA-CREF brings numerous benefits to you and your clients. You can manage your clients’ accounts via various online tools, access more than 15,000 fund options, and take advantage of special webinars and marketing opportunities.

As an authorized advisor, you will have far broader access to your clients’ account information. We can help you manage your clients’ accounts through online trading capabilities, online duplicate statements, fee deductions, and the ability to download data from numerous sources including PortfolioCenter, Morningstar Office, Advent and Albridge. As your business with us grows, you will enjoy additional benefits such as access to centralized client statements via CD-ROM.

We offer our authorized advisors the following product-related services:

  • Retirement accounts
  • IRAs
  • Non-qualified accounts
  • Life insurance
  • Retail TIAA-CREF mutual funds

Please complete the following steps to become an authorized advisor at TIAA-CREF:

Step 1: Register online

  • Complete the registration process , which includes selecting a user ID and password and answering a security question.
  • Decide to register as a firm or an individual, keeping in mind that all future documents must reflect the same authorized entity name in order to ensure they are properly linked.
  • Once you’ve successfully registered, print the screen containing your user ID and write your password and security question answer on it for your records.
  • Click Exit Secure Area.

Step 2: Complete TIAA-CREF’s Advisor Master Agreement

In order to establish online secure web access, complete the Advisor Master Agreement and fax it to 800-842-5916 or mail it to the address indicated. The Advisor Master Agreement should reflect the same information as your online registration – either as a firm or an individual.

  • If you have previously completed the Advisor Master Agreement with TIAA-CREF, proceed to the next step.
  • You will receive a confirmation letter to notify you when this document is approved

Step 3: Obtain client authorization

Download the Authorization to Access Form for client authorization on all TIAA-CREF products.

  • Complete the form, making sure that the name matches the one entered on the Advisor Master Agreement.
  • Have each client complete and sign the form.
  • Submit by fax to 800-914-8922 or by mail to TIAA-CREF Advisor Services, P.O. Box 1277, Charlotte, NC 28201-1277.

If you need assistance with any of the steps in this process, please call Advisor Services at 888-842-0318, Monday through Friday 8 a.m. to 7:30 p.m. ET.

Advisor Services Hotline:

Monday – Friday 8:00AM to 7:00 PM ET

Call us at 888 842-0318

Advisor Services Territory Team

Download the advisor map (PDF) to locate an advisor services representative near you.

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