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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.
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.
Ways to fund your brokerage account:
Certain securities may not be suitable for all investors. Securities are subject to investment risk, including loss of the principal amount invested.
Investment (including securities), insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
The mutual funds available through TIAA-CREF, including available share classes and certain funds within a fund family, may change over time at TIAA-CREF’s discretion.
Brokerage Services are provided by TIAA-CREF Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC, Distributor. Member FINRA and SIPC.
Brokerage accounts are carried by Pershing, LLC, a subsidiary of The Bank of New York Company, Inc. Member FINRA, NYSE, SIPC.
You should consider the investment objectives, risks, charges and expenses carefully before investing. Please contact your financial advisor or call 877 518-9161 for a product and fund prospectus that contains this and other information. Please read the prospectus carefully before investing. Investing involves risk, including possible loss of principal.
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