We’re here to understand your goals and protect your assets.
From easy access to the financial data you need to work with people who feel like an extension of your team, Principal® Custody Solutions can help make your job easier.
When you choose to work with Principal®, service isn’t an “extra”—it’s standard. You get a dedicated and experienced team who’s focused on your goals. Use our full range of capabilities to help you reach your trust and custody goals.
Custody account services
Asset safekeeping and reporting requires flawless execution, accuracy, and compliance.
Trust services and fiduciary services
Get support and proactive information to help meet your day-to-day fiduciary obligations.
Financial analytics and specialty reporting
Stay on top of the investment performance of your financial portfolio with timely and accurate reports.
Rabbi trust and change in control services
Offering customized services to help protect nonqualified plan assets and reassure key employees.
Benefit payment services
Simplifying the benefit payment process of your benefit plans all in one place.
Custodial services for alternative investments
Efficient, accurate, and transparent data and document management.
Your needs aren’t exactly like anyone else’s. You need a team who understands. We’re committed to exceeding your expectations by offering the right options as your organization evolves, including specialized professionals, and services for specific market segments.
Get flexible reporting and information with our intuitive platform. A single login gives you access to the timely, relevant account information you need so you can finish tasks efficiently.
Several of our clients participate in user groups, pilot new products/services, and share input to help drive the future direction of our trust and custody technology platform.
It allows our experienced and dedicated service team to provide high-quality, proactive client servicing for trade settlement, corporate actions, and cash movement in your portfolios.
See how Principal® Custody Solutions could help you reach your unique goals.
If you are either a retirement plan participant or retiree with a payment question, call our Engagement Center between 7 am and 5 pm CT at 877-877-1207 for help.