Self-Directed Brokerage for Investment Solutions IRA

Log in to open a self-directed feature to expand the range of investment choices for an Investment Solutions IRA.
 

Things to consider:
 

  • Within 24 hours after you've established a brokerage account you'll see a link to the brokerage website on your account. 

    • We will create a unique login for you to access the brokerage website.   This login will be different from others you use to access your accounts. 
       
  • To complete this online, you must have at least $5,000 in your IRA to transfer to a brokerage account to fund the self-directed feature.

    • If you have less than $5,000 in your IRA or want to fund the brokerage feature with a rollover or new contribution, use the Self-Directed Brokerage For Investment Solutions IRA form.
       
  •  Please print this page to keep a copy of the following login information:

    • User ID:  The first time you log in to the brokerage website your user ID will be your Social Security number. 
       
    • Password:  The password will be the first two letters of your mother’s maiden name plus the last four digits of your Social Security number.  


Proceed to Secure

© 2014 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017