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Principal Funds Customer FAQ

Top Answers & How-to Guides

What is Principal Funds's Phone Number?

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

What is the minimum investment required to start investing with Principal Funds?

The minimum investment needed to begin with Principal Funds varies by fund, typically ranging from one to three thousand...

Can I transfer funds from another investment account to Principal Funds?

Transferring funds from other investment accounts to Principal Funds is generally feasible through account transfers or...
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Investment Options

What are Principal Funds?

Principal Funds refers to the investment products and services from Principal Financial Group, known for asset management. They...

What types of investment options do Principal Funds offer?

Principal Funds offers a variety of investment choices, including mutual funds, exchange-traded funds, and alternative...

Are there any investment options specifically designed for retirement planning in Principal Funds?

Principal Funds provides various investment alternatives tailored for retirement planning, including mutual funds and target...

Account Management

What is the minimum investment required to start investing with Principal Funds?

The minimum investment needed to begin with Principal Funds varies by fund, typically ranging from one to three thousand...

Are there any restrictions on selling investments?

When selling investments with Principal Funds, factors such as the investment type and account type can impose restrictions....

What is the process for withdrawing funds?

Withdrawing funds from Principal Funds generally requires logging into an account online or using a customer service line,...

How can I view my account performance?

To check account performance with Principal Funds, it is advisable to go to their official website, where an online portal...

Fees and Taxes

What are the fees associated with investing in Principal Funds?

When investing in Principal Funds, investors should be aware of various fees, including management fees, sales charges, 12b-1...

Are there any tax implications for investing in Principal Funds?

Investing in Principal Funds can have various tax implications, including taxation on dividends, interest income, and capital...

Customer Support

Can I transfer funds from another investment account to Principal Funds?

Transferring funds from other investment accounts to Principal Funds is generally feasible through account transfers or...

What customer support resources are available for investors?

Principal Funds offers various customer support resources for investors, including a detailed FAQ section, informative articles...

Investment Resources

What investment resources or tools does Principal Funds provide to its customers?

Principal Funds offers a range of investment resources and tools, including mutual funds managed by professionals, market...

What type of reports can I get regarding my investments?

Principal Funds offers various investment reports, including comprehensive account statements detailing holdings, performance,...

Market Insights

What steps should I take if I want to diversify my portfolio?

To diversify a portfolio, begin by assessing current assets and identifying risk tolerance and goals. Explore non-correlated...

How do market changes affect my investments?

Market changes can affect investments through volatility and shifts in asset values, influenced by economic indicators,...
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