Texas operations
Texas Service Center
Minneapolis Service Center
If you used ITGTXOPS@wellsfargo.com in the past, please use the new Principal® email and corresponding trade forms below.
Contact information
Principal Custody Solutions
510 N Valley Mills Dr, Suite 400
Waco, TX 76710
Fax: 833-695-2851
Client forms
If you used TEXASCSC@wellsfargo.com in the past, please use the new Principal® email and corresponding trade forms below.
Contact information
Principal Custody Solutions
510 N Valley Mills Dr, Suite 400
Waco, TX 76710
Fax: 833-695-2851
Client forms
If you used mplscsc@wellsfargo.com in the past, please use the new Principal® email and corresponding trade forms below.
Contact information
Principal Custody Solutions
222 South 9th Street Suite 1400
Minneapolis, MN 55402
Client forms
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:
PQ13024W | 1689970-062021 | 06/2021