TIAA-CREF Advisor – Client Data Download

Advisor Onboarding Instructions

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Feed access pre-requisites

• Advisors must have an established login with TIAA-CREF.
• If the advisor does not have a relationship with TIAA-CREF already, they should contact TIAA-CREF Advisor Services at (888) 842-0318 to request access to view their clients’ data.
• The advisor will need to have each of their clients sign Limited Power Of Attorney letters in order to have their client accounts added to their advisor login.

Step 1: Contact TIAA-CREF Advisor Services at (888) 842-0318 to turn on Client Data Download and specify PortfolioCenter as the preferred data file format.

Step 2: Once Client Data Download setup is complete, enter your TIAA-CREF credentials in AccountView and aggregate accounts.

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For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials