Custody Services

Comprehensive and flexible custodianship is a key component of TIAA-CREF Trust Company's service menu for not-for-profit organizations around the country. We provide the following advantages:

Professional Experience

The expertise and dedication of our senior managers combine with a team approach. The result? Excellent custodial support.

Consolidated Reporting

In addition to fully accrued, trade-date accounting reports on individual custody accounts, you'll get a consolidated composite report on a monthly basis.

Online Account Access

Our custody clients have access to detailed account information via the Internet. Transaction and holding information may both be viewed and downloaded. The site is securely maintained - each account is password protected, ensuring privacy and controlled access.

Performance Monitoring

We employ a leading edge performance measurement system to report portfolio results for individual and composite accounts. Our detailed, graphically enriched reports are suitable for high-level presentations and can be tailored to meet each client's unique needs. The analyses include an executive summary, time- and dollar-weighted returns, activity summary, blended benchmarks, universe comparisons, portfolio asset mix and performance, and growth summaries.

Endowment Fund Subaccounting

Our proprietary system accommodates the multilevel subaccounting that is critical for some institutions. Reports can be customized with a high level of detail and are fully reconciled on a monthly basis.

Investment products are not insured by the FDIC; are not deposits or other obligations of TIAA-CREF Trust Company, FSB; are not guaranteed by the TIAA-CREF Trust Company, FSB; and are subject to investment risks, including possible loss of principal invested.

The tax information herein is not intended to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties. It was written to support the promotion of TIAA-CREF Trust Company, FSB. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc., distribute securities products.

Trust Company Account

Access your Trust Company account to check balances, review transactions, and more.


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Planned Giving & Endowment Clients

Access to your Planned Giving and Endowment account to access reports, review account information, and more.



 

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