Follow these easy steps to get started now:

Step 1: Identify your investing style

It’s important to understand what kind of investor you are and the services you’ll need. If you’re unsure, learn what we suggest for different investing styles.

Step 2: Open your account

When you open a brokerage account, you have the option of registering it as an individual or joint account - with one or more other owners (i.e., a spouse or partner). Additionally, you can register a brokerage account in the name of another entity -- such as a trust or estate. If retirement is your priority, consider the tax advantages of a TIAA-CREF IRA.

Step 3: Fund your account

Ways to fund your brokerage account:

  • Electronic funds transfer (EFT)
  • Wire
  • Check
  • Transfer assets from another firm

Take Action

Open an account today!


Or call us: 800 927-3059

Need Help?

Speak to a brokerage specialist
800 927-3059
Mon - Fri, 8 a.m. - 7 p.m. (ET)