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Secure  Account Login

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Access Account Information Via Telephone


  • Automated Account Service: 1.800.222.5852
    Available 24 hours per day, 7 days per week.

 Use the following telephone keypad shortcuts for quicker access to our services. 

Funds you own:

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   Balances on all funds

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   Balance on one fund

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   Last 5 transactions

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   Last dividend

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   Purchase (from your bank via ACH)

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   Exchange

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   Redeem (by check or ACH)

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   Duplicate account statement

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   Order checkbook (money funds)

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   Duplicate tax form

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   Historical prices

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   Year-end account balances

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   Dividends/capital gains earned prior year

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   Duplicate tax form

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Price & Performance:

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   NAV on specific fund

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   NAV on group of funds

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   Current distribution rate on specific fund

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   Current distribution rates on group of funds

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Contact Information

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   Internet address

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   Overnight mail instructions

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   Regular mail instructions

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   Purchase shares by wire?

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Main or previous menu

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Establish/change your PIN

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Speak with a customer relations specialist (7:00 a.m. to 7:00 p.m. CST Monday - Friday)

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Creating a Password and PIN

If you have first created a Password online, your PIN will be the telephone keypad equivalent. For example, if your Password is MARGIN8 your PIN would be 6274468 – the word MARGIN8 spelled out on your telephone keypad.

You would use the Password MARGIN8 when logging in online. You would use the PIN 6274468 when calling us by phone.

If you have first created a PIN by phone, you will have a 6-digit PIN.  Simply use this same number as your password when visiting us online. For example, if your PIN is 877423, you would use this when calling us by phone AND as your password online.

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To obtain a prospectus, download online or call Customer Service at 1.800.222.5852

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 Customer Service at 1.800.222.5852.

A mutual fund's share price and investment return will vary with market conditions, and the principal value of an investment when you sell your shares may be more or less than the original cost.

This Web site was created and is maintained by Principal Funds Distributor, Inc. exclusively, and not by the Directors of the funds.

Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.

Not FDIC or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency

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