Solutions for your institutional trust and custody needs.

From easy access to the financial data you need to working 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. We offer a full range of capabilities, and we’re here to help you reach your trust and custody goals.

Explore what we can do for you:

Custody account services

Custody account services

Asset safekeeping and reporting requires flawless execution, accuracy, and compliance.

Trust services and fiduciary services

Trust services and fiduciary services

Get support and proactive information to help meet your day-to-day fiduciary obligations.

Financial analytics and specialty reporting

Financial analytics and specialty reporting

Stay on top of the investment performance of your financial portfolio with timely and accurate reports.

Benefit payment services

Benefit payment services

Simplifying the benefit payment process of your benefit plans all in one place.

Benefit from our trust and custody experience.

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.

See how we help organizations like yours.

Institutional trust and custody services built around you.

Simple, modern tools and resources.

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.

Continually evaluate to enhance your experience.

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.

Technology to enhance processing capabilities.

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.

Reach Out

Have questions? Let’s talk.

Are you a retirement plan participant with a question? Get immediate answers from the Engagement Center at 877-877-1207.

Principal Global Advisors is a specialized investment management group 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, a division of Principal Bank. 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 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 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.

Principal Global Investors, Principal Bank, and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392. Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.© 2021 Principal Financial Services, Inc.

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