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.
Get a clear picture of real-time cash and security positions—including daily transactions, sweep, and pending positions—with a few simple clicks.
One of the most valuable assets we hold is your data. By combining client-focused technology with our experienced and client-dedicated team, we can help deliver the data you need to effectively manage your accounts.
You can select a specific category to run a report:
Transaction
Cash and asset
Performance
Custom
All reports are available in standard HTML, PDF, Excel, or comma separated formats. If applicable, you’ll have the option for Analytics reporting.
You can access specific defined statements generated and stored for you at specific time intervals.
A few examples of Principal® Custody Solutions statements include:
5500
Analytics
Benefit
Compliance
Data extract
Financials
Lump sum
Miscellaneous
Performance
All statements are available in standard HTML, PDF, Excel, or comma separated formats.
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.
*Financial Advisor IQ Service Awards, September 2020.
Images intended to be representative of Principal®Custody Solutions website experience currently under development. Actual website experience may vary.
Investment and Insurance products are:
Custody and trust solutions 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 Charter Guarantee & Trust Company. Principal Bank and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392.
1846983 | 102021