Fund your Principal® SimpleInvest account

There are 2 different ways to add money:

Transfer money electronically

Login to your account to make a contribution or set up ongoing contributions*.

  • Log in to your account
  • Click "Transfer Money"
  • Select "I want to" drop down in top right corner and then select "Deposit"
  • Select the account the funds will be deposited to.
  • Then, select or add the account the funds will be coming from.
  • Enter how much you want to transfer and how frequently you want the transfer to occur.
  • Select transfer date and contribution year.
  • Click continue, review deposit details, and click confirm.

Mail a check

Write your Principal® SimpleInvest account number on the memo line.

Make the check payable to:
Apex Clearing Corporation FBO [Your Name]

Send the check to:
Apex Clearing Corporation
c/o Banking
350 N St. Paul Street, Ste 1300
Dallas, TX 75201

Complete a deposit slip (PDF) if this is not your initial investment.
Log in to your account and choose “Documents” to upload your deposit slip, and mail it in with your check.

Wire money

If you'd like to deposit money through a wire transfer from your bank account, please call us at 866-412-0770.

Request a rollover or transfer

Call us at 866-412-0770 and we will help you contact your existing financial institution to request a transfer.

* The maximum deposit amount for electronic rollovers is $50,000/day.

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.