TIAA vs ShulCloud Mobile Payments

Manage your retirement and brokerage accounts using the TIAA mobile app. The app provides quick and secure access to all your TIAA finances and puts 100 years of top money management into the palm of your hand. The TIAA mobile app includes: • Security: Use your password, Touch ID, or Face ID to log in • Investment and retirement plan management: Monitor your account activity, contributions, and asset allocation; transfer money between funds in your retirement plan, fund a new brokerage account and track fund performance. • Brokerage trading: Buy and sell equities, ETFs, and mutual funds. • Goals: Monitor savings to achieve your financial goals. • Peek View: View your total portfolio and balances without logging in. • Contact TIAA & Support: Contact a professional or have quick access to all of our support tools and services, view tax forms and other statements. • Apple Watch: View your total portfolio and balances from your wrist. 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. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.

ShulCloud Mobile Payments empowers ShulCloud clients in the USA to swiftly and effortlessly gather and record both online (credit card) and offline (cash, paper check) payments via mobile devices. A ShulCloud Integrated Payments merchant account is required. Payments are seamlessly recorded in ShulCloud. Credit card details may originate from the payer's ShulCloud account or a card presented in person (scanned using Tap to Pay or the Stripe Reader M2, or entered manually). Additionally, 'Bill to Account' is available if desired. Clients can choose how to manage payments from non-account holders, if permissible (create a new account, allocate to a catch-all account, or generate a standard 'public payment' in ShulCloud). Optionally, clients can gather payer information such as name and address for lead generation purposes. Additionally, clients can decide whether to collect an optional or mandatory payment processing fee. Finally, clients can create a team of ordinary ShulCloud users empowered to collect payments at specific events, without the need to assign permissions or grant broader data access.