Trade request forms and service center information
Areas of interest
Texas operations
Texas Service Center
Minneapolis Service Center
Texas operations
If you used ITGTXOPS@wellsfargo.com in the past, please use the new Principal® email and corresponding trade forms below.
Contact information
Email:
PCSTXOps@Principal.com
Address:
Principal Custody Solutions
510 N Valley Mills Dr, Suite 400
Waco, TX 76710
Fax: 833-695-2851
Client forms
- Broker Executed Trade Authorization Equity and Fixed Income Assets Only Texas Ops
- Deposit Instruction Trade Authorization Equity and Fixed Income Texas Ops
- Deposit Instruction Texas Ops
- Deposit Instruction Trade Authorization Mutual Collective Funds Texas Ops
- Disbursement Instruction and Trade Authorization Texas Ops
- Disbursement Instruction Texas Ops
- Initial Purchase of Mutual Funds Authorization Texas Ops
- Rebalance Instruction Texas Ops
- Trade Authorization Equity Fixed Income Texas Ops
- Trade Authorization Mutual Collective Funds Texas Ops
- Trust Account to Trust Account Cash Transfer Texas Ops
Executive Benefit/Non-qualified Rabbi Trust
If you used executivebenefits@wellsfargo.com in the past, please use the new Principal® email and corresponding trade forms below.
Contact information
Email:
PCSexbenefits@principal.com
Address:
Principal Custody Solutions
510 N Valley Mills Dr, Suite 400
Waco, TX 76710
Fax: 833-695-2851
Client forms
- Broker Executed Trade Authorization Equity and Fixed Income Assets Only EXBEN
- Deposit Instruction Trade Authorization Equity and Fixed Income EXBEN
- Deposit Instruction EXBEN
- Deposit Instruction Trade Authorization Mutual Collective Funds EXBEN
- Disbursement Instruction and Trade Authorization EXBEN
- Disbursement Instruction EXBEN
- Initial Purchase of Mutual Funds Authorization EXBEN
- Rebalance Instruction EXBEN
- Trade Authorization Equity Fixed Income EXBEN
- Trade Authorization Mutual Collective Funds EXBEN
- Trust Account to Trust Account Cash Transfer EXBEN
Texas service center
If you used TEXASCSC@wellsfargo.com in the past, please use the new Principal® email and corresponding trade forms below.
Contact information
Email:
PCSTexasCSC@Principal.com
Address:
Principal Custody Solutions
510 N Valley Mills Dr, Suite 400
Waco, TX 76710
Fax: 833-695-2851
Client forms
- Broker Executed Trade Authorization Equity and Fixed Income Assets Only Texas CSC
- Deposit Instruction Trade Authorization Equity and Fixed Income Texas CSC
- Deposit Instruction Texas CSC
- Deposit Instruction Trade Authorization Mutual Collective Funds Texas CSC
- Disbursement Instruction and Trade Authorization Texas CSC
- Disbursement Instruction Texas CSC
- Initial Purchase of Mutual Funds Authorization Texas CSC
- Rebalance Instruction Texas CSC
- Trade Authorization Equity Fixed Income Texas CSC
- Trade Authorization Mutual Collective Funds Texas CSC
- Trust Account to Trust Account Cash Transfer Texas CSC
Minneapolis service center
If you used mplscsc@wellsfargo.com in the past, please use the new Principal® email and corresponding trade forms below.
Contact information
Email:
PCSMPLSCSC@Principal.com
Address:
Principal Custody Solutions
222 South 9th Street Suite 1400
Minneapolis, MN 55402
Client forms
- Broker Executed Trade Authorization Equity and Fixed Income Assets Only MPLS CSC
- Deposit Instruction Trade Authorization Equity and Fixed Income MPLS CSC
- Deposit Instruction MPLS CSC
- Deposit Instruction Trade Authorization Mutual Collective Funds MPLS CSC
- Disbursement Instruction and Trade Authorization MPLS CSC
- Disbursement Instruction MPLS CSC
- Initial Purchase of Mutual Funds Authorization MPLS CSC
- Rebalance Instruction MPLS CSC
- Trade Authorization Equity Fixed Income MPLS CSC
- Trade Authorization Mutual Collective Funds MPLS CSC
- Trust Account to Trust Account Cash Transfer MPLS CSC
Questions
We’re here to help. Contact your assigned Relationship Manager.
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. 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, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). Principal Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7.
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
2444470-092022 | 10/2022