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How to create your own lifelong financial plan, step by step

Create a just-for-you path to balance your short- and long-term goals.

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For individuals

Self-registration page

Create an account

Setting up online access to your account for the first time? Choose the option below that best describes your role and need, then follow the steps.

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Individuals
“I have retirement or insurance products through my workplace or Principal. Examples: 401(k), life insurance, disability insurance, or annuity.”
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Dental providers
“I am a dental provider or work in a dental office.”

For financial professionals

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Financial professional or third-party administrators 
“I want to register with Principal, submit new business, manage client accounts, or access training resources and commissions.”
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Principal Asset Management
“I want to explore investment solutions and resources (Principal Asset Management).”

Some roles require either instructions, contained in an email from your Principal representative, or a call with a customer support representative to create an account. See your role below for next steps.

Employer retirement and/or benefits administrators and auditors

If you are an HR administrator who manages employee benefits such as group benefits or 401(k)s and pensions for a company:

  • For retirement: 877-475-3436, M-F. 7 a.m.–7 p.m. CT 
  • For group insurance: 800-843-1371, M-F. 7 a.m.–6 p.m. CT 

Custody solutions account owner, investment manager, or auditor 

You will receive an email with a link from your Principal representative. Or you may call
877-475-3436, M-F. 7 a.m.–7 p.m. CT

Third party and 3(16) plan administrators who provide certain administrative services for a retirement plan or manage plan and fiduciary items for multiple retirement plan and/or adopters 

You will receive an email with a link from your Principal representative. Or you may call 
800-554-3395, M-F, 7 a.m.–5 p.m. CT.


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