BNY Pershing Access vs Primerica Advisors

Get on-the-go access to your accounts held in custody at BNY | Pershing. You may see our name on statements and trade confirmations. We work behind the scenes on behalf of your advisor so they can focus on providing you with advice. Advisor Solutions, which is the brokerage services business of Pershing Advisor Solutions LLC and/or the bank custody solutions business of BNY, N.A., provides operational, technology and client-related support. Its affiliate Pershing LLC (Pershing) provides clearing, brokerage custody and other related services and BNY, N.A. provides bank custody. And we are all committed to the safekeeping, servicing and reporting of assets for investors like you. Our mobile solutions let you securely: • View account statements, trade confirmations and tax statements • Get instant access to balances, portfolio holdings, account activity, projected cash flow, tax information, and more • View a comprehensive account summary at a glance—right from the home screen • Pay bills via single sign-on to Bill Suite™ • Securely reset passwords • Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds • Deposit checks into eligible investment accounts at Pershing with our mobile check deposit service Pershing LLC (member FINRA, NYSE, SIPC) Pershing Advisor Solutions LLC (member FINRA, SIPC) and BNY, N.A. (member FDIC) are subsidiaries on The Bank of New York Corporation.

Easy, secure client access to your Primerica Advisors managed account The Primerica Advisors app is exclusively designed for clients who own Primerica Advisors Lifetime Investment Program managed accounts. With the Primerica Advisors app, accessing your account information and reviewing your portfolio have never been more convenient and efficient. With this app, clients can: • Access their accounts anytime, anywhere on a mobile device. • Seamlessly log in to their Lifetime Investment Program managed accounts and stay connected on the go. • Get a comprehensive view of their account holdings, performance, asset allocation, and transaction history. • Conveniently access important documents and account statements. • Securely and easily navigate their financial data. Please note that this app is exclusively available for Primerica Advisors Lifetime Investment Program clients. To use the app, you must be a registered client of Pershing (BNY).