Helping you prepare for the migration

We know the migration of trust and custody services from Wells Fargo Institutional Retirement & Trust (IRT) to Principal® Custody Solutions is important...

...and we’re focused on making the experience go smoothly and without interruption.

Mike Gaul
CEO, Principal Trust Company®
Integration Leader, Principal® Custody Solutions
We're looking forward to officially welcoming you to
Principal® Custody Solutions

Feb. 22, 2022


Days until migration:

You'll be receiving an authentication email mid-January from either webrequest@exchange.principal.com or theprincipalfinancialgroup@exchange.principal.com. Please add these email addresses to your Safe Senders List and alert your IT team to ensure delivery. Account activation is an important step you'll need to complete prior to migration.

Migrating to Principal® Custody Solutions: What you need to know

Join us Thursday, Jan. 13, 2022, at 11:00 AM CT to hear the Principal®Custody Solutions team share details about account access, key operation dates, your migration experience and more.

Before migration
After migration

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).

Key milestones

Our work continues to get everything ready, including making sure you know what’s happening and when you can expect it.

Checklist

What you need to do and when you need to do it.

Your guide to migration

Detailed information about the entire migration and what to expect.
 

Demo experience

Navigate the Principal® Custody Solutions website quickly and efficiently.

Questions

We’re here to help. 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 | Compliance pending | 11/2021