Funding Your Brokerage Account

TIAA-CREF Brokerage Services requires money in the account before placing a purchase transaction.

By Wire

Bank of New York
One Wall Street
New York, NY 10286
ABA Number 021000018
Pershing LLC
Account 890-051238-5

For further credit to: Your TIAA-CREF Brokerage Services account title and account number.

By Mail

Send a Check
Checks should be made payable to TIAA-CREF Brokerage Services and mailed to:

TIAA-CREF Brokerage Services
PO Box 1280
Charlotte, NC 28201

Overnight mail

TIAA-CREF Brokerage Services
8500 Andrew Carnegie Blvd
Charlotte, NC 28262

Send a Stock Certificate
To mail your securities to TIAA-CREF Brokerage Services:

  1. Print your nine-digit TIAA-CREF Brokerage Services account number in the upper right corner on the front and back of each certificate.
  2. Appoint Pershing LLC as attorney in the space provided on the back of the certificate.
  3. Date and sign the back of each certificate, exactly as the name appears on the front of the certificate.

All parties whose names are on the certificate must sign the back of the certificate. For your protection all securities should be sent Overnight, Certified, or Signature Required mail to:

TIAA-CREF Brokerage Services
8500 Andrew Carnegie Blvd
Charlotte, NC 28262

Transfer an Account

The type and title of the account you are transferring must match the type and title of your TIAA-CREF Brokerage Services account for the transfer to occur. To transfer funds to a TIAA-CREF Brokerage Services account, please complete the account transfer form online (PDF). Completion instructions are on the form's first page.

Open an Account

Learn more about opening a TIAA-CREF Brokerage Services account.

 

QUESTIONS?

© 2013 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017