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

Yes, you can transfer funds from another investment account to Principal Funds. This can be done through a process called an "In-Kind" transfer or as a direct contribution. With an In-Kind transfer, you can move your investments from the other account to Principal Funds without selling them, thus avoiding potential tax consequences. Principal Funds offers a seamless transfer process, making it easy for you to consolidate and manage your investments in one place. Alternatively, you can also make a direct contribution by selling your investments in the other account and transferring the cash proceeds to Principal Funds. Either way, Principal Funds provides flexibility and options to help you efficiently transfer your funds and take advantage of their investment offerings.