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Principal Financial Customer FAQ

Top Answers & How-to Guides

What is Principal Financial's Phone Number?

The question we are asked most often is about how to talk to Principal Financial customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Can I rollover my retirement account to Principal Financial?

Yes, you can transfer your retirement account to Principal Financial. This process typically involves moving funds from one...

What is the minimum investment required to open an account?

The minimum investment to open an account with Principal Financial varies by account type and investment product. It may range...
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Services Offered

What services does Principal Financial offer?

Principal Financial provides a wide array of services, including retirement planning, life and health insurance for...
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What types of insurance policies does Principal Financial offer?

Principal Financial provides various insurance policies, including life insurance options like term and permanent, disability...
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What types of retirement plans does Principal Financial offer?

Principal Financial provides various retirement plans for both individuals and businesses, including Traditional and Roth IRAs,...
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Investment Options

What investment options does Principal Financial provide?

Principal Financial provides a wide range of investment options, including mutual funds, ETFs, and retirement plans like 401(k)...
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What is the minimum investment required to open an account?

The minimum investment to open an account with Principal Financial varies by account type and investment product. It may range...
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Are there any fees associated with Principal Financial accounts?

Principal Financial may impose various fees on accounts, including management and transaction fees, which differ based on the...
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What tools are available for planning my investments?

Principal Financial offers various investment planning tools, including an online calculator for estimating returns,...
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Account Management

Can I rollover my retirement account to Principal Financial?

Yes, you can transfer your retirement account to Principal Financial. This process typically involves moving funds from one...
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Can I access my account online?

Principal Financial allows account holders to access their accounts online, providing a platform for managing balances,...
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Is there a mobile app for accessing Principal Financial services?

Principal Financial has a mobile app that facilitates easy access to various financial services such as account management,...
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What is Principal Financial's withdrawal policy for retirement accounts?

Principal Financial's withdrawal policies for retirement accounts vary by account type. Traditional IRAs allow penalty-free...
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How can I download my account statements?

To download account statements from Principal Financial, log in to your online account, locate the statements section under...
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