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How Do I Add Money to My Existing Mutual Fund Account?

You may add money to your account using the following methods:

Mail
Bank Wire
Electronic Funds Transfer (EFT)
Automatic Investment Plan (AIP)

By Mail

Mail a check payable to Principal Funds with the "Invest By Mail" slip found on your account statement. You may also write a letter indicating your fund, account number, and registration as shown on your statement.

Your investment should be mailed to:

Regular Mail Address

Overnight Mail Address

Principal Funds
PO Box 8024
Boston, MA 02266-8024

Principal Funds
30 Dan Road
Canton, MA 02021-2809

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By Bank Wire

Your bank will need the following instructions to wire funds to an existing account:

Name of Bank: State Street Bank & Trust
BFDS as Agent for Principal Funds
ABA Routing Number: 011-000-028
DDA Number: 99056707
For credit to: Principal Funds
Ref: Investor’s Name and Fund/Account Number

Your federal wire purchase must be received by our bank prior to 3:00 p.m. Central time to receive the closing price for that business day.

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By Electronic Funds Transfer (EFT)

Use the Electronic Funds Transfer form to establish banking information to transfer money electronically between your bank account and your existing Principal Funds account.

By Automatic Investment Plan (AIP)

Use the Automatic Investment Plan form to set up regular investments directly from your bank account into your existing Principal Funds account on a monthly, quarterly, semi-annual, or annual basis. The minimum deposit per Fund is $100.

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Need Help?

If you have any questions about adding money to your account, please contact your financial professional or call us at 1.800.222.5852.

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To obtain a prospectus, download online or call Sales Support at 1.800.787.1621

While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. For more information about our funds, including their full names, please see the Principal Funds, Inc. prospectus or call Sales Support at 1.800.787.1621.

Investing involves risk, including possible loss of principal.

Principal Funds are distributed by Principal Funds Distributor, Inc.

Not FDIC Insured - May Lose Value - No Bank Guarantee

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