Why Principal for your IRA?
We don't just provide one-size-fits-all financial solutions. Whether you’re looking for an IRA that is straightforward or completely custom, everything we do—from the products we offer to the support we provide—is all about you.
Solutions that put your needs first.
For more than 140 years, Principal has provided real-life solutions to help people like you make financial progress—no matter their income or portfolio size.
Your IRA is tailored to you.
It’s more than a breadth of investment products – although we have that, too.
Whether you want to talk to someone or just go online, we’ll work how you want to work. Looking for ongoing financial guidance, or just need someone to help you out with questions every now and then? We’re here for you either way.
You are our priority.
You’ll receive personal, heartfelt service no matter your age, situation, or level of financial understanding. We also deliver complimentary financial wellness resources and ongoing education on topics that matter to you, to help you feel confident about every aspect of your finances.
We believe in doing the right thing.
The longevity of Principal is built on our commitment to equally and honestly serving our customers, employees, and communities. As one of the World’s Most Ethical Companies for the past 9 years, we’re proud to be a recognized corporate citizen that puts people first.1
Which IRA may be right for you?
We offer different IRA options to help fit your investing goals and preferences.
A Principal IRA keeps you in the driver’s seat. It gives you control over your retirement savings—with as much or as little help making investment decisions as you want. And if you have questions along the way, we’re here for you.
Principal® SimpleInvest IRA
With a Principal® SimpleInvest IRA, we do the work for you. We build you a personalized investment mix and then manage it for you over time. Plus, you get ongoing support from a team of financial professionals for one-on-one guidance.
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1 Ethisphere Institute, February 2019. This is the ninth year Principal has been recognized by Ethisphere.
Financial professionals are sales representatives for the members of Principal Financial Group®. They do not represent, offer, or compare products and services of other financial services organizations.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
Insurance products and plan administrative services provided through Principal Life Insurance Co. Securities offered through Principal Securities, Inc., 800-547-7754, member SIPC. Principal Life and Principal Securities are members of Principal Financial Group®, Des Moines, IA 50392.
Principal® SimpleInvest is a discretionary investment advisory program that offers diversified investment portfolios for a fee. Principal® SimpleInvest is sponsored and managed by Principal Advised Services, LLC, which consults with Principal Global Investors, LLC in the creation of the portfolios and the selection of the underlying portfolio investments. Principal Global Investors, LLC also provides trading and execution services. Principal Advised Services, LLC and Principal Global Investors, LLC are members of the Principal Financial Group®. Brokerage and custodial services provided by Apex Clearing Corporation, member FINRA, NYSE and SIPC. Apex Clearing Corporation is not affiliated with any member of the Principal Financial Group®. Principal® SimpleInvest portfolios are comprised primarily of Principal® products, including affiliated mutual funds and ETFs.
Please refer to the Form ADV (PDF) and Form CRS (PDF) for Principal Advised Services, LLC, the Miscellaneous Fee Schedule (PDF) for Apex Clearing Corporation, and other applicable disclosures and agreements for important information about Principal® SimpleInvest and its services, fees and related conflicts of interest. All investments have inherent risks. Investing in Principal® SimpleInvest portfolios does not guarantee profit or protect against loss.
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®, Des Moines, IA 50392.