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Primerica Shareholder Services
Updated
Jul 25, 2025
Developer
The Bank of New York Mellon Corporation / The Bank of New York Mellon Corp
OS
IOS / Android
Category
Finance
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Description:
Primerica Shareholder Services helps shareholders securely access and manage their Primerica investment accounts on mobile. Core features include viewing holdings and transaction history, downloading tax and account documents, and receiving account alerts and shareholder communications. The app offers secure login and real-time updates for fast portfolio checks and convenient document retrieval, ideal for investors who need on-the-go access to shareholder records and dividend information.
How to use:
1. Download the app from the App Store or Google Play and open it to begin. 2. Register or sign in using your shareholder ID or account number, verify your identity via email or two-factor authentication, and set a secure password. 3. View your portfolio, recent transactions, statements, tax documents, and dividend history from the dashboard. 4. Update personal or contact information, set alert preferences, link a bank account for dividend deposits if available, and request support or documents through the help section.
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Link provided by App Store
Link provided by Google Play
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IOS
Android
Version:
1.0.27
Size:
46.80MB
Price:
Free
Released:
Jun 24, 2024
Updated:
Jul 25, 2025
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