| Online* | Equity trades – $19.95 Clients with TIAA-CREF brokerage assets over $500,000 – $15.95 |
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| Automated Telephone System (ATS) | $35 | ||
| Client Service Assistance 1 800-927-3059 | $55 | ||
Equity Notes:
| Bonds and CDs are available via Client Service Assistance. Please call 1 800 927-3059 for more information. | |
| U.S. Treasury Securities | |
|---|---|
| New issues (at auction) | $50 per transaction |
| Existing issues | $1 per $1,000 face amount, $50 minimum |
| Municipal bonds, government agency bonds, unlisted (over-the-counter, or OTC) corporate bonds and mortgage-backed securities | $50 + $2 per bond |
| Certificates of Deposit | |
| New issues | Purchase minimums of $5,000, no commission (interest rate reflects issuing bank's fee) |
| Sale before maturity | $35 per transaction (actual value may be less than par due to early redemption) |
| Online | Automated Telephone System (ATS): 1 800 842-2252 | Client Service Assistance: 1 800 842-2776 |
| $19.95 + $2.00 per contract | $35 + $2.00 per contract | $55 + $2.50 per contract |
| No-transaction-fee (NTF) funds |
|
| Transaction-fee (TF) funds |
|
| Annual account Maintenance fee |
Retail Brokerage Non-qualified - $30
Qualified Retirement Plan Self Directed Account $40 (billed $10 quarterly) |
| Annual IRA maintenance fee |
Retail Brokerage IRA - $35 (waived if balance over $50,000) Investment Solutions IRA Self Directed Account – None |
| Foreign securities | $75 for each order (not applicable to American Depositary Receipts) + commission |
| Wired funds fee | $25 |
| Overnight check delivery fee | $12 |
| Duplicate statements or confirms | $2.50 per copy or $30 for full year |
| Margin extensions | $15 |
| Transfers - GNMA, Restricted, Legal | $65 per transfer |
| Transfers - register & ship | $80 per transfer |
| Transfers - outgoing account | $50 per transfer |
| Transfers - accommodation | $80 per transfer |
| Reorganizations - voluntary | $25 |
| Post effective requests - voluntary | $75 |
| Account research | $20 per hour |
| Annual account fee |
Silver: No Fee* *There is no annual CSA fee for Silver accounts; however, the annual brokerage maintenance fee may apply to accounts with less than $500,000. |
| Returned check or Automated Clearing House (ACH) transaction (for any reason) | $25 |
| Stop payment order fee | $15 |
| Lost or stolen checkbook | $25 |
| Checkbook reorder (CSA) | $15 |
| Copy of canceled checks | $2.50 per copy |
| ATM fee | Gold: No fee Platinum: No fee Note: No in-network fee assessed; other banks may charge a fee for out-of-network transactions. ATM card is not available with a Silver account. |
TIAA-CREF Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC, members FINRA and SIPC, reserves the right to change this commission and fee schedule without prior notice.
© 2009 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017
