How to add your bank account to your TIAA Brokerage Account
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- Isabella Patterson
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1 How to add your bank account to your TIAA Brokerage Account Once you ve taken these steps, you can easily transfer money between your bank account(s) and your TIAA Brokerage Account(s) online. STEP 1 Enter your TIAA USER ID and PASSWORD and click LOG IN. STEP 2 Click Brokerage from within the Account snapshot.
2 STEP 2 (continued) Click QUICK LINKS and select Transfer Money from the list. STEP 3 Click Add External Account to add your bank. Click Next. Note: Use the scroll bar to select from the existing banks that may be file. STEP 4 Review the TIAA EFT (Electronic Fund Transfer). Click to agree. 2
3 STEP 5 Path 1: Financial institution Click in the Select or search field. Select the name of your financial institution from the list or enter the bank name in the search field. If your bank s name cannot be found, click Can t Find Institution and skip to Path 2: Account type, starting on page 5 of these instructions. How to link your bank account to your TIAA Brokerage account Path 1: Financial institution Enter your online banking USERNAME and PASSWORD. RE-ENTER PASSWORD to confirm. If you re unable or unwilling to provide this information, click VERIFY ANOTHER WAY and skip to Path 3: Test deposits, starting on page 6 of these instructions. 3
4 STEP 5 (continued) Your financial institution may require additional security step(s). If you re unable or unwilling to provide this information, click VERIFY ANOTHER WAY and skip to Path 3: Test deposits, starting on page 6 of these instructions. Path 1: Financial institution Select the account to link. When you see the confirmation screen, you ve completed the process. [INSERT CONFIRMATION SCREEN] Not provided yet 4
5 If you can t find your financial institution, or are unable or unwilling to provide your online banking security information, or the system cannot verify your account, you will be taken to Path 2: Account type. STEP 5 (continued) Path 2: Account type Select the account type. Enter your institution s ROUTING NUMBER and your ACCOUNT NUMBER. The name of your institution will appear under the ROUTING NUMBER as confirmation. Path 2: Account type Enter your USER ID and PASSWORD. If you re unable or unwilling to provide this information, click VERIFY WITH TEST DEPOSITS. 5
6 If you click VERIFY ANOTHER WAY, VERIFY WITH TEST DEPOSITS, or if the system is unable to verify your account by following Path 1 or Path 2, you will be taken to Path 3: Test deposits. STEP 5 (continued) Path 3: Test deposits Click VERIFY WITH TEST DEPOSITS. Path 3: Test deposits When you see the confirmation screen, you ve completed the process. You ll receive an 1-2 business days later. Follow the instructions in the to complete the process. TIAA Brokerage, a division of TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities. Brokerage accounts are carried by Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation, Member FINRA, NYSE, SIPC. Investment, insurance, and annuity products are not FDIC insured, are not bank guaranteed, are not bank deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value. This material is for informational or educational purposes only and does not constitute a recommendation or investment advice in connection with a distribution, transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made in consultation with an investor s personal advisor based on the investor s own objectives and circumstances and prior years, Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, New York, NY _ (05/18)
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