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Principal Securities Brokerage Accounts

Seeking a simpler way to manage your time? Consider brokerage accounts from Principal Securities – featuring: 

  • Quick Commission Payout
  • Competitive Fees
  • Time-saving consolidation
  • Seamless servicing of client assets

Strengthen your business by promoting flexible, one-stop investing for clients, featuring:

  • Low fees
  • Access to a broad range of investment options
  • Single-view account access through our online consolidated portfolio statement and tax reporting
  • Ad Hoc ACH functionality
  • Check writing and debit card options
  • Simplified account and tax management with Quicken download interface
  • E-delivery of statements, confirmations and tax statements 

Learn more in our Marketing Materials below, or review the Next Steps section to see how to move forward with this product. 

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