The Principal® app is a powerful tool designed to simplify your retirement savings management and provide valuable insights to help you achieve your financial goals. Whether you're just starting your financial journey or managing an extensive investment portfolio, this app offers a range of features tailored to meet your needs, making financial planning more accessible and less stressful.

Seamless Transactions and Quick Check-Ins

The Principal® app allows users to complete simple transactions effortlessly. You can view your account balances, roll over funds, change contribution amounts, and adjust your investments with just a few taps. This convenience ensures you stay updated and in control of your retirement accounts at all times.

Educational Resources for Confidence Building

Empower yourself with financial education through the app’s resources. Learn about budgeting, saving, debt payoff strategies, and more. These educational tools are designed to boost your confidence and help you make informed financial decisions every step of the way.

Personalized Retirement Wellness Score

One of the standout features is the Retirement Wellness Score. This personalized tool assesses your current progress toward your retirement goals, providing clear insights on where you stand. Regular updates help you track your financial health and make necessary adjustments to stay on course.

Insurance Information and More

The app also enables you to access your insurance information quickly. Though the extent of information varies depending on your plan type, the app streamlines management and keeps vital details at your fingertips.

While the Principal® app offers a comprehensive set of features, certain functionalities may require visiting principal.com for full access. The app's interface is designed to be user-friendly, with screens that may contain more information than sample visuals indicate. It is intended to be educational and is not a substitute for personalized financial advice.

Insurance products and administrative services are provided through Principal Life Insurance Co., a member of the Principal Financial Group. For privacy and security, users should refer to our online privacy policy.

© 2025 Principal Financial Services, Inc.

Many users find the Principal® app intuitive and responsive. Downloading and setting up the app on both Android and iOS devices is a straightforward process. The sleek, user-friendly interface makes navigating your financial information simple and stress-free. Features like real-time investment tracking and tailored retirement planning insights render the app akin to having a personal financial advisor in your pocket.

The app also offers helpful notifications that alert you to important investment changes or actions required, ensuring you stay proactive in your financial management. Its support section provides FAQs and customer service options, enhancing the overall user experience.

Overall, whether you are a beginner or a seasoned investor, Principal® delivers valuable tools and resources to help you take control of your financial future. Its combination of convenience, educational content, and personalized insights makes it a highly recommended app for anyone aiming to achieve financial security and confidence.