# Primerica Shareholder Services > Mobile platform for managing mutual fund investments and financial goals. (iPhone/iPad app by The Bank of New York Mellon Corporation.) - Source: https://appshunter.io/ios/app/primerica-shareholder-services/id6498928023 (this page in markdown: same URL + `.md`) - Developer: [The Bank of New York Mellon Corporation](https://appshunter.io/developer/420188109) - Category: Finance - Price: Free - Rating: 4.34/5 from 38 App Store ratings · 8 written reviews indexed - Age rating: 17+ - Requires: iOS 13.0 · 44 MB - Languages: English - Released: 2024-06-24 - Data updated: 2026-08-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/primerica-shareholder-services/id6498928023/reviews.md ## What is Primerica Shareholder Services? You can trust Primerica to handle your mutual fund investments. We value your confidence in us, and we’re here to make investing simple. On this app, you can view current and historical balances, complete transactions, and view your transaction history online. No matter your stage of life, Primerica has a solution to help you achieve your financial goals. We offer investment products specifically selected to meet the needs of every kind of investor — from the new investor to the retiree. As you know, contributing to an investment program can be one of the most powerful decisions you’ll ever make in life, so access to your account information should be simple, too! ## Key features - View current and historical balances - Complete investment transactions - View transaction history - Access account information - Investment solutions for all stages of life ## Recent user reviews (8 of 8) All indexed reviews: https://appshunter.io/ios/app/primerica-shareholder-services/id6498928023/reviews.md ### 1/5 — STAY FAR AWAY *2026-07-13, version 1.0.35* do not trust whatever they tell you, i have invested my roth ira with them and it has been nothing but problems. they take a good chunk of whatever money you make. they make it next to impossible to transfer the funds to another institution and if you want to withdraw early they take a big chunk. All over a bad company with horrible practices. customer service never actually resolves any issues you have. it’s best to stay far away from this company. ### 5/5 — So streamlined *2026-02-10, version 1.0.33* Everything is so easy to navigate & view I love it & it looks the same on the agent side ### 1/5 — Unable to login. *2026-01-13, version 1.0.32* Just installed the apps, whenever i press sign in, it actually tries to sign in, without username and password. then i get the message "you are not login". No option for me to put my log in info.. fix the apps please!. ### 1/5 — Awful company *2025-05-18, version 1.0.25* Can’t access any of my things. ### 3/5 — Some issues with the login *2025-04-23* I am super excited to finally have an app. However, my sign in bottom is not working, thus I am unable to login. Some of my clients complaint about how difficult is to register as new user as they don’t receive the security Pin right away. Also they don’t have an option in Spanish. We are looking forward to seeing these issues fixed. Thank you! **Developer response:** We apologize for the frustrations you're experiencing. Our team is available by phone at 800-544-5445. ### 3/5 — Getting there *2024-11-02, version 1.0.21* Finally catching up to most of the rest of the apps out there but still missing a lot of features and options that their competitors offer. One example is missing options for weekly automated drafts for investment. Seems to be platform related. But it is good to finally see things on mobile and have a decent view into performance of the investments. ### 5/5 — Awesome *2024-07-20* Great app. Use it every day to check in on my retirement savings. ### 5/5 — Easy to use *2024-07-19, version 1.0.17* This app is so easy to use and provides me with the information on my accounts that I need ## Frequently asked questions about Primerica Shareholder Services ### What can I do with Primerica Shareholder Services? With Primerica Shareholder Services, you can view your current and historical investment balances, complete transactions, and review your transaction history. The app is designed to make managing your mutual fund investments simple and accessible. ### Is Primerica Shareholder Services free to use? Yes, Primerica Shareholder Services is available for free download and use. There are no charges associated with accessing your investment information or performing transactions through the app. ### What kind of investments does Primerica Shareholder Services support? The app focuses on managing mutual fund investments. Primerica offers a range of investment products selected to meet the needs of various investors, from beginners to retirees. ### Who is the target audience for Primerica Shareholder Services? This app is for individuals who have mutual fund investments managed through Primerica and want a convenient way to monitor their accounts and financial progress. It caters to investors at all life stages. ### How secure is Primerica Shareholder Services? While specific security measures are not detailed in the description, Primerica is a reputable financial institution, and their app is developed by The Bank of New York Mellon Corporation, suggesting a focus on account security for financial data. ### What devices are supported by Primerica Shareholder Services? Primerica Shareholder Services is available on iPhone, iPad, and iPod devices. The app is designed for iOS users. ### How often is Primerica Shareholder Services updated? The latest version of Primerica Shareholder Services is 1.0.34, and it was last updated on March 23, 2026. This indicates regular updates to maintain functionality and security. ### Does Primerica Shareholder Services have ads? No, Primerica Shareholder Services does not contain advertisements. The app is designed to provide a clean and focused experience for managing your investments. ## Version history (last 5 releases) ### 1.0.35 — 2026-05-11 Minor fixes and app performance improvement ### 1.0.34 — 2026-03-23 Minor fixes and app performance improvement ### 1.0.33 — 2026-01-23 Minor fixes and app performance improvement ### 1.0.32 — 2025-12-05 Minor fixes and app performance improvement ### 1.0.30 — 2025-11-07 Minor fixes and app performance improvement ## More apps by The Bank of New York Mellon Corporation - [BNY Wealth Online](https://appshunter.io/ios/app/bny-wealth-online/id484814357) - [BNY Mellon Private Banking](https://appshunter.io/ios/app/bny-mellon-private-banking/id495082171) - [BNY Wealth Business Banking](https://appshunter.io/ios/app/bny-wealth-business-banking/id814840120) - [BNY Remote Deposit](https://appshunter.io/ios/app/bny-remote-deposit/id1417544650) - [NextGen 529](https://appshunter.io/ios/app/nextgen-529/id6467807298) - [BNY Brokerage Account](https://appshunter.io/ios/app/bny-brokerage-account/id6468680050) All apps by The Bank of New York Mellon Corporation: https://appshunter.io/developer/420188109 ## Related topics [primerica shareholder services](https://appshunter.io/ios/topics/primerica-shareholder-services) · [primerica mutual funds](https://appshunter.io/ios/topics/primerica-mutual-funds) · [primerica shareholder](https://appshunter.io/ios/topics/primerica-shareholder) · [primerica shareholder account manager](https://appshunter.io/ios/topics/primerica-shareholder-account-manager) · [my primerica app](https://appshunter.io/ios/topics/my-primerica-app) · [shareholder](https://appshunter.io/ios/topics/shareholder) · [primerica app](https://appshunter.io/ios/topics/primerica-app) · [primerica online app](https://appshunter.io/ios/topics/primerica-online-app) · [primerica](https://appshunter.io/ios/topics/primerica) · [primerica advisors](https://appshunter.io/ios/topics/primerica-advisors) · [visok investor services](https://appshunter.io/ios/topics/visok-investor-services) · [primerica pol](https://appshunter.io/ios/topics/primerica-pol) · [zvest financial services](https://appshunter.io/ios/topics/zvest-financial-services) · [tisco my funds](https://appshunter.io/ios/topics/tisco-my-funds) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-01.*