Page 18 - Guide
P. 18
Taking control of your
retirement plan is crucial to
the success of your retirement
investments. How do I Register?
Visit principal.com/ X
retiresecure to learn more Go to principal.com
about 1 on 1 planning. Then X Under “Login”, select login type, “Personal”
schedule your phone 1 on 1
appointment at a time and X Click on the “Register Now” link
date convenient to you. Visit
principal.com/phone1on1 X Provide your name, date of birth, ID number, and zip code, then click “Submit”
or call 800.243.4380 ext.
2442 to sign up for a phone X Verify your identity by providing select personal information
meeting. X Create your username, password, and provide an email address
You can meet with your
advisor on an ongoing basis. X Select and answer 1 security question
Remember to complete the X Review your conirmation page
1 on 1 Prep Guide and visit
principal.com to establish X Once you receive a conirmation email (it should only take a minute or 2), you
your username and password
before the meeting. We’ll then can log in with your new username and password
use your information to help X Set 3 online security questions and answers
personalize the discussion to
you. X Consent to do business electronically (this lets you view account information
Go to principal.com and online)
select the “Personal” login
type to establish your X You will now be directed to your account information (select “Your Proile” to
username and password. update login information, email address, and to sign-up for additional account
services)
Logging In
X Go to principal.com
X Under “Login”, select login type, “Personal”
X Enter your username
X Verify the image and phrase shown are the ones you selected
X Enter your password (click forgot password if you need a new password)
Website Features
Once you have registered/logged-in, you can view your contributions, investments,
plan info, and forms. You also have the ability to roll-over funds, learn about
managing your investments, view seminars, and ask questions to a qualiied Principal
representative.
You can also get account balance updates via text, email, and the Principal Mobile app.
18 RallySport Direct
retirement plan is crucial to
the success of your retirement
investments. How do I Register?
Visit principal.com/ X
retiresecure to learn more Go to principal.com
about 1 on 1 planning. Then X Under “Login”, select login type, “Personal”
schedule your phone 1 on 1
appointment at a time and X Click on the “Register Now” link
date convenient to you. Visit
principal.com/phone1on1 X Provide your name, date of birth, ID number, and zip code, then click “Submit”
or call 800.243.4380 ext.
2442 to sign up for a phone X Verify your identity by providing select personal information
meeting. X Create your username, password, and provide an email address
You can meet with your
advisor on an ongoing basis. X Select and answer 1 security question
Remember to complete the X Review your conirmation page
1 on 1 Prep Guide and visit
principal.com to establish X Once you receive a conirmation email (it should only take a minute or 2), you
your username and password
before the meeting. We’ll then can log in with your new username and password
use your information to help X Set 3 online security questions and answers
personalize the discussion to
you. X Consent to do business electronically (this lets you view account information
Go to principal.com and online)
select the “Personal” login
type to establish your X You will now be directed to your account information (select “Your Proile” to
username and password. update login information, email address, and to sign-up for additional account
services)
Logging In
X Go to principal.com
X Under “Login”, select login type, “Personal”
X Enter your username
X Verify the image and phrase shown are the ones you selected
X Enter your password (click forgot password if you need a new password)
Website Features
Once you have registered/logged-in, you can view your contributions, investments,
plan info, and forms. You also have the ability to roll-over funds, learn about
managing your investments, view seminars, and ask questions to a qualiied Principal
representative.
You can also get account balance updates via text, email, and the Principal Mobile app.
18 RallySport Direct
