Information at your fingertips

Our goal is for you to feel comfortable when managing your trust and custody account(s).

Helpful resources

Cash movement step by step user guide

Benefit payments quick reference guide

Your guide to migration

Detailed information about the entire migration and what to expect.

Account access process

The account access process begins Jan. 18 with an email from Principal. Use this guide to help you through the process.

Demo experience

Navigate the Principal^® Custody Solutions website quickly and efficiently.

Questions

Please contact your Relationship Manager.

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.

Principal Global Advisors is an investment management team within Principal Global Investors^®. Principal Global Investors leads global asset management at Principal^®.

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 Charter Guarantee & Trust Company.

When Principal^® Custody Solutions is providing investment management services, Principal^® Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of Principal Global Advisors. Customers may also contract directly with Principal Global Advisors for investment management services. In those instances, Principal^® Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.

Principal Global Investors, Principal Bank, and Principal Trust Company are members of the Principal Financial Group^®, Des Moines, Iowa 50392.

Principal^®, Principal Financial Group^® and the Principal logo design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.

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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 Charter 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.