Help: Services & Support
New Mutual Fund Accounts
Existing Mutual Fund Account Changes
- How do I add money to my existing mutual fund account?
- How do I redeem shares (make a withdrawal) from my account?
- How do I change my name or add or remove a co-owner on my account?
- How do I change the beneficiaries or Transfer on Death provision on my account?
- What if my account change requires a Medallion Signature Guarantee?
Reporting Unethical or Fraudulent Activity
Using Personal Bookkeeping Software
- Where do I find information on downloading account information to Quicken and Microsoft Money?
Navigating the Account Access Site
- How can I get help help finding what I'm looking for in online account access?
Finding Tax Information
Visit our Tax Center for resources regarding capital gains, access to tax forms, and answers to common mutual fund tax questions.
Accessing Your Account by Phone
Learn more about our toll-free automated account information system that is as close as your telephone. You can gain access 24 hours a day, 7 days a week.
Glossary
Access our detailed glossary for definitions of common financial and investment terms.
t12121402vg
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
