Best Primerica Shareholder Services alternatives: apps like Primerica Shareholder Services

10+ similar apps compared and reviewed

3.8 avg rating
10 free apps
Updated October 2026
Primerica Shareholder Services
Primerica Shareholder Services
The Bank of New York Mellon Corporation

Whether you want more options like Primerica Shareholder Services or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to Primerica Shareholder Services

MyPrimerica#1

MyPrimerica by Primerica, Inc.

Primerica Client App
Editor's Choice
๐Ÿ’ฐ Finance
4.3๐Ÿ˜(89 ratings)
Free
MyPrimerica screenshot 1
MyPrimerica screenshot 2
MyPrimerica screenshot 3
MyPrimerica screenshot 4
MyPrimerica screenshot 5
MyPrimerica screenshot 6

Securely access and manage your life insurance policies and investment products. Track financial goals with interactive tools and educational content. Update policy details, make payments, and connect with your financial representative.

What We Love

  • ๐Ÿ‘ Easy to use
  • ๐Ÿ‘ Works great
  • ๐Ÿ‘ Helpful tool for financials
  • ๐Ÿ‘ Builds financial house
  • ๐Ÿ‘ Keeps track of financials
  • ๐Ÿ‘ Easy access to accounts
  • ๐Ÿ‘ Face ID ability
  • ๐Ÿ‘ All access at fingertips
  • ๐Ÿ‘ Secured and handy
  • ๐Ÿ‘ Great for viewing policies and investments
  • ๐Ÿ‘ Allows updates to beneficiaries and contact info
  • ๐Ÿ‘ Can make payments on life insurance
  • ๐Ÿ‘ Can reach representative on the go

Room to Improve

  • ๐Ÿ› Kicks user out after login
  • ๐Ÿ› Limited functionality
  • ๐Ÿ› Cannot view more than one account at a time
  • ๐Ÿ› Constantly under maintenance
  • ๐Ÿ› App icon missing
  • ๐Ÿ› White screen on launch
  • ๐Ÿ› Does not recognize username/password
  • ๐Ÿ› Reset emails sent to deceased person
  • ๐Ÿ› Requires SIN for identification
  • ๐Ÿ› App feels like website, not modern
  • ๐Ÿ› Requires signing in twice (insurance and investments)
  • ๐Ÿ› Does not provide investment details, only total amount
  • ๐Ÿ› Terrible user experience
Primerica Online#3

Primerica Online by Primerica, Inc.

Representative App
Worth Considering
๐Ÿ’ฐ Finance
4.0(1.2K ratings)
Free
Primerica Online screenshot 1
Primerica Online screenshot 2

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

More apps like Primerica Shareholder Services

4
Equitable Mobile App
Equitable Mobile App
Equitable Mobile App
Adviceโ€ขProtectionโ€ขRetirement
Free

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents
๐Ÿ’ฐ Finance
(32K)
free
5
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment
๐Ÿ’ฐ Finance
(52)
free
6
NetXInvestorโ„ข Mobile
NetXInvestorโ„ข Mobile
NetXInvestorโ„ข Mobile
by Pershing, LLC
Free

Manage your investment portfolio on the go with this app. Access account balances, holdings, transaction history, and place trades for equities and mutual funds. Features include mobile check deposit, biometric login, and push notifications.

Account balances and holdingsTransaction historyOrder status
๐Ÿ’ฐ Finance
(367)
free
7
Hurdlr Mileage, Expenses & Tax
Hurdlr Mileage, Expenses & Tax
Hurdlr Mileage, Expenses & Tax
Business Expense Tracker
Free

This app helps self-employed individuals and independent contractors track business expenses, mileage, and income to maximize tax deductions. It automates expense and mileage tracking, connects to banks and payment platforms, and provides real-time tax estimates.

Automatic mileage trackingExpense tracking with receipt captureBank and payment platform integration
๐Ÿ’ฐ Finance
(21K)
freemium
8
National Life Group
National Life Group
National Life Group
Your policy on the go.
Free

Securely access and manage your life insurance and annuity policies from your mobile device. View policy details, make payments, set up autopay, and track transactions. Stay connected with agent contact information and receive important alerts.

Access policies in one placeView coverage and valuesMake premium and loan payments
๐Ÿ’ฐ Finance
(600)
free
9
Lincoln Financial Mobile
Lincoln Financial Mobile
Lincoln Financial Mobile
by Lincoln Financial Group
Free

Manage your retirement plan, employee benefits, and financial wellness tools from a single, secure mobile application. Access account information, adjust contributions, track claims, and utilize budgeting and debt management tools.

Retirement plan managementEmployee benefits accessFinancial wellness tools
๐Ÿ’ฐ Finance
(316)
free
10
SCCU Plus
SCCU Plus
SCCU Plus
Manage money on the go 24/7.
Free

Manage your finances conveniently and securely from your mobile device. Access accounts 24/7, pay bills, transfer funds, deposit checks with a photo, and get instant support. Locate branches and ATMs easily.

Deposit checks via photoLive chat supportCustomizable account alerts
๐Ÿ’ฐ Finance
(12K)
free