Thanks for your interest in
Principal® Custody Solutions.

We'll get back to you as soon as possible to answer any questions you might have. We look forward to the chance to learn more about your business. In the meantime, check out our Principal® Custody Solutions technology demo.
Principal Financial Group® closed the acquisition of certain assets of the Wells Fargo Institutional Retirement and Trust business (IRT) on July 1, 2019. The transition, transfer, and integration of IRT business operations, employees, and clients is scheduled to occur by the end of March 2022. During the transition period, Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, will continue to operate and service the IRT business for the benefit of Principal®, including providing recordkeeping, trustee, and/or custody services. Wells Fargo has not reviewed the content of the attached material and makes no judgment of its accuracy.

Investment and Insurance products are:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a deposit or other obligation of, or guaranteed by, Principal Bank or any bank affiliate
  • Subject to investment risks, including possible loss of the Principal amount invested

1849057-092021 | 09/2021

Terms of Use   |   Disclosures   |   Privacy   |   Security   |   Report Fraud


The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment, or tax advice. You should consult with appropriate counsel, financial professional or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. The information shown is not intended to provide any suggestion that you engage in or refrain from taking a particular course of action.
 
Custody and trust services are provided by Principal Bank®, Member FDIC, and/or Principal Trust Company®. These services are provided under the trade name Principal® Custody Solutions, a division of Principal Bank. Principal Trust Company is a trade name of Delaware Guarantee & Trust Company. Principal Bank and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392.
 
Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.
 
© {{CurrentYear}} Principal Financial Services, Inc.