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
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 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