Our trust and custody business is built around you
Principal® is committed to offering Wells Fargo IRT trust and custody clients service focused on you and tailored to meet your goals.
Technology that helps you achieve your goals
We’ll continue to use the SEI trust accounting platform Wells Fargo IRT uses today, giving you a familiar, reliable interface. And with one login you have access to all relevant account information through an integrated user experience.
Trust and custody is a strategic line of business
- $1.2 trillion in assets under custody1 gives us the scale to service you effectively
- Dedicated relationship managers average 20 years of trust and custody experience2
- We have nearly 75 years in the custody business, and we’ll continue to invest in it
– Sri Reddy, senior vice president and lead of trust and custody
Learn about our top-tier retirement recordkeeping experience
We’re evolving the Principal defined contribution and defined benefit retirement platform. It will incorporate the best capabilities from both Principal and Wells Fargo Institutional Retirement and Trust (IRT). Combined, these features can help drive results for plan sponsors and participants alike.Learn more about the platform