Principal® Custody Solutions

Principal® Custody Solutions

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Tailored technology to meet your needs

Institutional trust and custody solutions can be complex; that doesn’t mean that managing those solutions needs to be. Principal® Custody Solutions combines user-centric technology with a dedicated client service model to act as an extension of your team to streamline and simplify trust and custody for your assets. We don’t believe in putting you into standard service box—we’re focused on understanding what you want to achieve and creating a solution that works for you.

Intuitive technology. Work with a simple, intuitive platform that helps make your job easier. We’ve invested in building an improved experience from the ground up and will continue to enhance it to simplify the tasks you need it to do.

High-touch service. Get high-touch service and personal attention from real people. Answers are just a phone call away. And our dedicated relationship managers and client service consultants are, essentially, an extension of your team.

Goal-driven expertise. Count on the strength of over four decades of trust and custody service experience from Principal®. We're here to understand your goals and support your strategy for the future as we help administer trust and custody of your assets.

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Resources

Product guide

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Experience-driven solutions

To learn more about the specific solutions our team has constructed to serve these organizations, please fill out the form above and a Principal® representative will contact you.

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Corporations

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Healthcare

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Public entities

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Insurance/financial institutions

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Foundation/endowments

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Higher education institutions

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Non-profit organizations

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Sovereign Nations

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Taft-Hartley plans

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

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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.
 
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