Welcome to Principal®

We believe in providing you and your clients a top-tier experience—we’re 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

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

View past webinars on demand

Password: Principal

Access trade request forms and service center information

Download client forms

Help your clients manage key responsibilities after migration

Explore the migration guide

Updated as of Feb. 10, 2022.

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

See products and offerings

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