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—so you can seamlessly service your clients.

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

Feb. 22, 2022


Days

Days until migration:

If you don't already have account access set up at Principal.com, 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 for you and your clients is to feel as comfortable as you do today when managing your trust and custody accounts.

Navigate the Principal® Custody Solutions website quickly and efficiently

Stay informed about important migration information

password: Principal

Help your clients manage key responsibilities after migration

Learn more about the benefits of Principal® Total Retirement Solutions for your clients.

Key milestones

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

Questions

We’re here to help. Contact your assigned Relationship Manager or Consultant Relations Manager.

For financial professional/institutional use only.

Timeline subject to change.

Principal Financial Group closed the acquisition of certain assets of the Wells Fargo Institutional Retirement and Trust business (IRT) on July 1, 2019. The transition, transfer, and integration of IRT business operations, employees, and clients is scheduled to occur by the end of March 2022​​. 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

 

PQ13024W | 1689970-062021 | 06/2021