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Mutual Fund Account Access

We provide a toll-free automated account information access 24 hours a day, 7 days a week.

Some of the information available to you includes:

  • Current fund share prices
  • Combined value of all your mutual fund accounts
  • Current account market value
  • Account activity

You will need a touch-tone phone, your password/personal identification number (PIN), and your Social Security Number (SSN). You will also need your 14-digit account number which includes a 4-digit fund number, if you wish to access the Owned Funds menu.

How do I access the system?
How do I access the owned funds menu?
How do I get price and performance information?
How do I get Internet, mailing, and wiring Information?
What are the fund codes?
How do I establish a password/PIN?

How do I access the system?

To access the automated system, dial the toll-free number: 1.800.222.5852.

If at any time during business hours you need assistance, press 0. If your call is during non-business hours, you can leave a brief message for a Client Relations Specialist by pressing 1.

Business hours are 7:00 a.m. to 7:00 p.m. Central Time, Monday through Friday.

Here are some of the options to choose from:

  • To work with funds you own or request duplicate statements, press 1.
  • For price and performance information, press 2.
  • For contact information, press 3.
  • To access the main or previous menu at any time during your call, press *.

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How do I access the owned funds menu?

Enter your Social Security number and password/PIN Number, followed by the # sign.

Select from the following choices:

  • For account balances and recent transactions, press 1.
    • For balances on all of your funds, press 1.
    • For the balance on one of your funds, press 2.
    • For the last 5 transactions in your account, press 3.
    • For your last dividend transaction, press 4.
    • To return to the main menu or previous menu, press *.

  • To purchase, exchange, or redeem shares, press 2.
    • To purchase through your bank's ACH network, press 1.
    • To exchange, press 2.
    • To redeem by check or ACH, press 3.
    • To return to the main menu or previous menu, press *.

  • To order duplicate statements, checkbooks, or tax forms, press 3.
    • To request a duplicate account statement, press 1.
    • To order an additional checkbook, press 2.
    • To order a duplicate tax form, press 3.
    • To return to the main or previous menu, press *.

  • For year-end information, press 4.
    • To obtain historical prices, press 1.
    • For year-end account balances, press 2.
    • For dividends and capital gains earned for the prior year, press 3.
    • To request duplicate tax forms, press 4.
    • To return to the main menu or previous menu, press *.

To return to the main menu or previous menu, press *.

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How do I get price and performance information?

Select from the following choices:

  • For the net asset value on a specific fund, press 1.
  • For the net asset values on a group of funds, press 2.
  • For the most current distribution rate on a specific fund, press 3.
  • For the most current distribution rates on a group of funds, press 4.

To return to the main menu or previous menu, press *.

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How do I get Internet, mailing, and wiring information?

Select from the following choices:

  • For our internet address, press 1.
  • For our mailing instructions, press 2.
    • For overnight mail, press 1.
    • For regular mail, press 2.
  • For instructions to purchase shares by wire, press 3.

To return to the main menu or previous menu, press *.

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What are the fund codes?


Investment AdvisorPrincipal Funds, Inc. J Shares
Principal Global Investors Bond & Mortgage Securities Fund 4501
Principal Global Investors Government & High Quality Bond Fund 4503
Principal Global Investors High Quality Intermediate-Term Bond Fund 4504
Principal Global Investors Short-Term Bond Fund 4506
Principal Global Investors International Emerging Markets Fund 4507
Principal Global Investors Diversifed International Fund 4508
Principal Management Corporation International Growth Fund 4509
Columbus Circle Investors LargeCap Growth Fund 4512
Principal Global Investors LargeCap S&P 500 Index Fund 4513
Principal Global Investors LargeCap Value Fund 4514
Principal Global Investors Principal LifeTime 2010 Fund 4515
Principal Global Investors Principal LifeTime 2020 Fund 4516
Principal Global Investors Principal LifeTime 2030 Fund 4517
Principal Global Investors Principal LifeTime 2040 Fund 4518
Principal Global Investors Principal LifeTime 2050 Fund 4519
Principal Global Investors Principal LifeTime Strategic Income Fund 4520
Principal Global Investors MidCap Blend Fund 4521
Columbus Circle Investors MidCap Growth Fund 4522
Principal Global Investors MidCap S&P 400 Index Fund 4523
Principal Global Investors/Barrow Hanley MidCap Value Fund III 4524
Principal Global Investors Money Market Fund 4525
T. Rowe Price Associates, Inc. LargeCap Blend Fund II 4527
Goldman Sachs Asset Mgt LargeCap Blend Fund I 4511
T. Rowe Price Associates, Inc. LargeCap Growth Fund I 4528
American Century Inv. Mgmt. LargeCap Growth Fund II 4529
AllianceBernstein LP LargeCap Value Fund III 4530
Turner Investment Partners MidCap Growth Fund III 4532
AllianceBernstein LP SmallCap Growth Fund I 4534
UBS/Emerald/Essex SmallCap Growth Fund II 4535
Ark Asset Mgmt/LA Capital Mgmt SmallCap Value Fund III 4536
Principal Real Estate Investors Real Estate Securities Fund 4537
Principal Global Investors SmallCap Blend Fund 4538
Principal Global Investors SmallCap Growth Fund 4539
Principal Global Investors SmallCap S&P 600 Index Fund 4540
Principal Global Investors SmallCap Value Fund 4541
Spectrum Preferred Securities Fund 4545
Principal Global Investors Inflation Protection Fund 4546
Principal Global Investors/Post Advisory Group Ultra Short Bond Fund 4547
Principal Management Corporation MidCap Value Fund II 4533
Edge Asset Management SAM Balanced Portfolio Fund 4548
Edge Asset Management SAM Conservative Balanced Portfolio Fund 4549
Edge Asset Management SAM Conservative Growth Portfolio Fund 4550
Edge Asset Management SAM Strategic Growth Portfolio Fund 4551
Edge Asset Management SAM Flexible Income Portfolio Fund 4552

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How do I establish a Password/PIN?

A password/PIN is a unique combination of 6 to 16 alphanumeric characters that will provide you with access to your account information. You have the option of personalizing your selection and can change your password/PIN at any time. You will want to make note of your password/PIN and keep it confidential.

If you forget your password/PIN, you can contact a Principal Funds Client Relations Specialist at 1.800.222.5852 between the hours of 7:00 a.m. and 7:00 p.m. Central Time, Monday through Friday.

To establish your password/PIN, call 1.800.222.5852, option 4 or follow these steps to establish your personal username and password online:

  1. Choose "Personal" for login type and click "Go"
  2. Click on "Establish your username and password"
  3. Enter your SSN and an account or contract number
  4. Follow the instructions

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Before investing in mutual funds, investors should carefully consider the investment objectives, risks, charges and expenses of the funds. This and other information is contained in the free prospectus, which can be obtained by completing this request form, downloading from our site, or by calling 1.800.222.5852. Please read the prospectus carefully before investing.

Investment and insurance products are: not a deposit · not FDIC Insured ·
not insured by any federal government agency · not a bank guarantee · and may lose value.

Have a question? Call us at 1.800.986.3343

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