Updating your investment allocations

Managing your retirement accounts with convenient online tools.

Go to TIAA.org and log in to your account any time.

Your portfolio at a glance.

Once logged in, you’ll quickly see how your portfolio is doing. Action buttons and other links can provide account details to help you manage your investments.

Navigate the way that works best for you.

There are several ways you can manage your account online. You can display your account information by employer, plan or contract. For each plan, click Actions to open a transactions menu, then choose the one you want.

More navigation options.

Alternatively, you can click My Account at the top of your home page and choose from a menu of choices. Select Manage Investments in the Retirement Plans & IRA section for a list of transactions available to manage your investments.

Dive deeper into your account and your available investments.

Click My Account at the top of your account home page to open the menu of choices for managing your account. Then, select Research Investments in the Retirement Plans & IRA section.

Your investment choices.

Use this overview page to see the investments available in the plans and accounts you have. Green check marks will indicate the investments you’re in today. Hover over or click on the investment names to open performance details.

For more information…

Look for the I Want To list of frequently used links – you’ll find this on several pages.

Future contributions: Adjusting your allocations.

Use the Change Allocation of Contributions button to modify how you want to direct your ongoing contributions to the available funds. Select one of your accounts and you’ll see a pie chart of your current elections by asset allocation for contributions, and a listing of the funds in each.

Pick your investments.

You have your choice of how you want to pick your investments as you consider diversification. Not sure what to choose? Use the online tool to help see what a good investment mix could be.

Select effective date.

Use the calendar to input the date you want to make the change—up to 14 days in advance.

Choose your funds.

You’ll find a list of the funds available in your plan, grouped by asset classes. Use the boxes to indicate by percentage how much of your ongoing contributions you want to direct to which funds. Keep in mind that your choices have to add up to 100%. For quick reference, you’ll see your asset allocation pie chart shift with your new selections. Want to start over? Use the Clear button at the top of the page to reset your selections to 0%.

Self-directed brokerage account.

If your plan offers a Self-Directed Brokerage Account, you can use this section to open an account and look through the funds offered through the account.

Helpful information.

You may see information messages along the way about your plan that can help you make your decisions.

Review & submit changes.

Want to reconsider your selections before moving on? Click Go Back to revise your selections. When you’re comfortable with your selections, click the box to confirm your review and use Submit to process your selections. Of course, you can use Cancel to stop the process and start it again later.

Confirmation.

Once you hit Submit, you’ll see an acknowledgement of your selections. You’ll also see convenient links to more actions you can take to manage your account.

Review your transactions—what’s pending and what’s already been processed.

Keeping an eye on your transaction history is easy. Click My Account at the top of your home page to open the menu of choices for managing your account. Then, select Pending Investment Changes from the Retirement Plans & IRA section.

Manage your pending transactions.

You can select any—or all—of your pending transactions to make changes or cancel them. Keep in mind that changes made before 4 p.m. ET (or market close) will be effective that day; changes made after 4 p.m. ET (or market close) will be effective the next day. Come back to this page to check the status—and we’ll also send you a confirmation of your transactions.

Keep track of your accounts by accessing your statements and other documents online, any time.

Click My Account at the top of your account home page to open the menu of choices for managing your account. Then, select Statements & reports.

View your account statements.

If you’re signed up for eDelivery, you can view and download your account statements and other important documents. Select the documents you want, then click View & Print.