Asset servicing built for your complex challenges.

Principal® Custody Solutions specializes in working with a large and complex pool of custodial assets through high-touch, personal service from experienced professionals who feel like an extension of your team.

We know your custody needs don’t fall into a one-size-fits-all approach. Based on our experience with clients like you, we understand how to balance your goals with market conditions by providing options to address your specific needs.

We deliver trust and custody services for nearly


clients, with assets under custody totaling over $1 trillion.1

Our custody services can include:

  • Asset servicing and safekeeping
  • Trustee
  • Fiduciary support
  • Online account access
  • Safekeeping of global domiciled securities for US-based accounts
  • Financial statements
  • Cash transactions
  • Daily valuation
  • Cash sweep
  • Benefit payments
  • Tax reporting
  • Employee benefits design, consulting, and administration
  • Custom reporting
  • GASB information and statements
  • Actuarial consulting
  • Transition management
  • Asset allocation overlays
  • Foreign exchange
  • Schedule D reporting
  • Trade clearance
  • Performance reporting
  • Governmental reporting
  • Ad hoc reporting
  • Capital change notifications
  • Third-party interface
  • Collateral valuation
  • Unitized accounting
  • Donor accounting
  • FAS 157/ASC 820 reporting
  • Straight through processing (SWIFT)
  • Participant web experience
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.

1 As of Dec. 31, 2021.

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