You can access and manage account information from the Dashboard with navigation horizontal across the top of the web page.

Scroll down to select accounts to display, view today’s transactions, scheduled reports, statements, and current positions, which are all easily accessible on the Dashboard.

Untangle the complexities of benefit payment management with a streamlined and straightforward approach. Get instant access to individual benefit payment records and feel more in control of payment timing and data integrity.

Convenient functionality. Easy access and intuitive links help you take the following actions:

Get a clear picture of real-time cash and security positions—including daily transactions, sweep, and pending positions—with a few simple clicks.

Access your data through a simple-to-use interface, including a comprehensive list of standard reports and the ability to create your own custom versions. Choose to run reports on demand or schedule them to run automatically on a schedule you determine.

Report categories include:

You can access specific defined statements generated and stored for you at specific time intervals.
 

A few examples of Principal^® Custody Solutions statements include:

Move cash to and from Wells Fargo bank accounts, with future enhancements planned to allow cash movement from other financial institutions.

Trade entry offers a secure and convenient way to enter marketable domestic security orders, with onscreen order acknowledgement to verify the information entered is accurate and complete.

Maintain control and visibility of transactions with an intuitive dashboard. If you choose, assign administrators to review transactions—and make any needed corrections—prior to execution.