Welcome to Principal®
We believe in a top-tier client experience and are driven by our commitment to you. Our investments in technology and current capabilities is only the beginning. We look forward to continuing to earn your trust and business for years to come.
Mike Gaul
CEO, Principal Trust Company®
Head of Principal® Custody Solutions
Mike Gaul
CEO, Principal Trust Company®
Head of Principal® Custody Solutions
(as of Feb. 10)
Information at your fingertips
Our goal is for you to feel as comfortable as you do today when managing your trust and custody account(s).
Helpful resources
Detailed information about the entire migration and what to expect.
The account access process begins Jan. 18 with an email from Principal. Use this guide to help you through the process.
Navigate the Principal® Custody Solutions website quickly and efficiently.
Webinars
NEW!
On Feb.1 we held a live training session on the new web experience.
NEW!
On Feb. 3 we shared details of the new benefit payments functionality.
Our client migration webinar was held Jan. 13, 2022. Review the webinar at your convenience.
Investment manager resources
NEW!
On Feb. 9 we held a live training session on your role as investment manager.
Questions
Please contact your Relationship Manager.
Timeline subject to change.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other professionals on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
Information provided is solely for illustrative purposes only and the actual terms of the services are governed by the organization’s applicable service agreement(s).
Principal Financial Group closed the acquisition of certain assets of the Wells Fargo Institutional Retirement and Trust business (IRT) on July 1, 2019. 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
PQ13024YY | 1859445-102021 | 02/2022