Self-Directed Brokerage for Investment Solutions IRA

Expand your investment choices by adding brokerage services to your Investment Solutions IRA.

To complete this online, you must have at least $5,000 in your IRA to transfer to a brokerage account to fund the feature.

After you select Add Brokerage Services below, please complete the following steps:

  1. Log in to your TIAA-CREF account (or register if you don’t already have a User ID).
  2. Choose a contract to request a one-time exchange to transfer assets between funds (please select your Investment Solutions IRA).
  3. Select the fund you would like to transfer assets from, and fill in the amount you’re transferring to your brokerage account (towards the bottom of the page).

Investment, 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.

Brokerage Services are provided by TIAA-CREF Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC, Distributor. Member FINRA/SIPC.


Add Brokerage Services


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