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Data Sharing

The Principal Trust Company^SM offers a fast, easy way for partners to view account information, as well as alternative methods for transmitting data. Our proprietary Account Access System enables partners’ key personnel to view information about an individual client, or obtain a variety of reports about all accounts. Our IT team works with each partner to determine the best method for transmitting information. These methods range from individual account data entry to the use of File Transfer Protocol (FTP) for hands-off data transmission.

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With the Account Access System our partners have the ability to access information they need, when they need it, from wherever they are, this is the hallmark of productivity and efficiency. Learn more...