Trust and Custody

Wells Fargo & Company closed on the sale of our Institutional Retirement & Trust business to Principal Financial Group effective July 1, 2019.  There will be no immediate impacts to clients or plan participants and all plans and accounts will remain with Wells Fargo Institutional Retirement & Trust at this time. Customers will continue to access account information through this site and Wells Fargo Institutional Retirement & Trust relationship managers will continue to service all relationships. Clients will be contacted directly with additional details of the integration period.

Helping safeguard assets for more than 165 years

Core trust and custody services

We offer real-time processing for domestic and global investments, trustee and fiduciary support, financial statements, benefit payments, cash sweep, and online services.

Specialized reporting services

With an integrated technology suite, we provide multi-currency reporting, performance measurement, analytics and attribution reporting, as well as investment guideline monitoring.

Investment services

We provide a spectrum of investment services including investment management, transition management, portfolio liquidation, and commission recapture.