Principal® vs Accelerate by AWM

Keep up with your financial goals on the go. The updated Principal® app makes it easy to keep on top of your retirement savings and gain insights to help you reach your financial goals. Download and use the app to: • Complete simple transactions and quick check-ins: view account balances, roll over funds, change contributions, adjust investments, and more • Discover financial education to help build your confidence and make progress in budgeting, saving, debt payoff, and more • Learn from tools like our personalized Retirement Wellness Score to see how you’re tracking toward your retirement goals • Find your insurance information The availability of information and functionality will vary depending on your plan type(s). To make changes not available on the app, visit principal.com. Some screens may contain more information than is illustrated in the samples. This document is intended to be educational in nature and is not intended to be taken as a recommendation. Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, IA 50392. Visit our online privacy policy at https://www.principal.com/privacy-policies © 2025 Principal Financial Services, Inc. 3729939-072024

Accelerate, powered by Pocketnest, will coach you to create and stick to a comprehensive financial plan—that’s unique to you, your lifestyle and your goals. Link your accounts to get an even more complete and personalized plan. Gone are the days of sweating over spreadsheets. Use Accelerate to achieve financial wellness in just 3 minutes a week. We’ll walk you through all 10 themes of financial wellness, while identifying gaps in your plan, guiding you to set meaningful goals, and mapping a pathway to achieve them. Let's do this!