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.

Rabbi trust and change in control services

Rabbi trust and change in control services

Offering customized services to help protect nonqualified plan assets and reassure key employees.

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.

See how Principal® Custody Solutions could help you reach your unique goals.

Request to speak with a specialist

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.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice, or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. The information shown is not intended to provide any suggestion that you engage in or refrain from taking a particular course of action.

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. 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 Global Investors, Principal Bank, and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392.

Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc., in various countries around the world.

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