Nov. 18, 2021: A migration email was sent and included the migration date, a link to this guide, an invitation to the migration webinar, and resources that are available once you authenticate your account access at Principal® Custody Solutions.
Jan. 6, 2022: We’ll check in with you and provide another opportunity to register for the Jan. 13 migration webinar.
Jan. 13, 2022: We’ll host a migration webinar that includes the authentication process and details you’ll need to know prior to the migration.
Starting Jan. 18, 2022: The account authentication process kicks off by sending the set-up email* discussed earlier in this guide.
Jan. 20, 2022: You’ll receive an invitation to two upcoming training webinars**:
Jan. 20, 2022: You’ll receive an invitation to two upcoming training webinars**:
Feb. 10, 2022: You’ll receive a migration reminder email with a few final checklist items to prepare for the migration.
Feb. 14, 2022: You’ll receive an email with your Relationship Manager’s new Principal® Custody Solutions’ contact information, your specific Service Center’s new mailing address, email, phone and fax numbers, as well as the new cash and trade transaction request forms. As a reminder, your Service Center is not changing just the contact information.
* The email from Principal uses one of these two email addresses: webrequest@exchange.principal.com or theprincipalfinancialgroup@exchange.principal.com.
** Additional support will be available through your service team.
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:
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