Best Primerica Mutual Funds Apps

211+ iOS apps curated and reviewed

4.1 avg rating
20 free apps
Updated June 2026

If you already know Primerica Shareholder Services, this is the deeper bench. 211+ primerica mutual funds apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Compare top Primerica Mutual Funds Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Primerica Shareholder ServicesPrimerica Shareholder ServicesFree4.3★ (38)NoNoJul 2026
2MyPrimericaMyPrimericaFree4.4★ (83)NoNoJul 2026
3Primerica OnlinePrimerica OnlineFree4.0★ (1.1K)NoNoJul 2026
4Primerica AdvisorsPrimerica AdvisorsFree4.8★ (32)NoNoJul 2026
5smallcase: Stocks, MFs, FDssmallcase: Stocks, MFs, FDsFree4.8★ (754)YesNoJul 2026
6Capital Group PlanPremier401kCapital Group PlanPremier401kFree4.8★ (11K)NoNoJul 2026
7myCAMS Mutual Fund AppmyCAMS Mutual Fund AppFree3.8★ (170)NoNoJul 2026
8KFinKart-Investor Mutual FundsKFinKart-Investor Mutual FundsFree2.3★ (28)NoNoJul 2026

Top Picks for Primerica Mutual Funds

MyPrimerica#2

MyPrimerica by Primerica, Inc.

Primerica Client App
Strong Contender
💰 Finance
4.4(83 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

  • 🔒 Secure access with Face ID
  • 📊 Ability to view all accounts in one app
  • 🔄 Easy to update beneficiaries and contact info
  • 🌟 Simple and easy to use

Room to Improve

  • ⚠️ Login issues, unable to sign in
  • 🔍 Limited investment details provided
  • 🕰️ Outdated app design and functionality
Primerica Online#3

Primerica Online by Primerica, Inc.

Representative App
Worth Considering
💰 Finance
4.0(1.1K ratings)
Free
Primerica Online screenshot 1
Primerica Online screenshot 2
Primerica Online screenshot 3

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 Primerica Mutual Funds apps to explore

4
Primerica Advisors
Primerica Advisors
Primerica Advisors
by Pershing, LLC
Free

Securely access and manage your Primerica Advisors managed investment accounts on your mobile device. Review portfolio performance, holdings, transaction history, and important documents anytime, anywhere.

Secure client account accessView portfolio performanceAccess holdings and transaction history
💰 Finance
(32)
free
5
smallcase: Stocks, MFs, FDs
smallcase: Stocks, MFs, FDs
smallcase: Stocks, MFs, FDs
Stocks & Mutual Funds App
Free

Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.

Diversified model portfoliosThematic investing ideasExpert-managed portfolios
💰 Finance
(754)
free with in-app purchases
6
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
7
myCAMS Mutual Fund App
myCAMS Mutual Fund App
myCAMS Mutual Fund App
by COMPUTER AGE MANAGEMENT SERVICES PRIVATE LIMITED
Free

Manage your mutual fund investments from multiple providers in one place. Perform transactions like purchases, redemptions, and set up SIPs easily. Offers secure login and portfolio tracking for a streamlined investment experience.

Single gateway for multiple mutual fundsBiometric/MPIN loginPAN level portfolio view
💰 Finance
(170)
free
8
KFinKart-Investor Mutual Funds
KFinKart-Investor Mutual Funds
KFinKart-Investor Mutual Funds
Invest Smartly in Mutual Funds
Free

Manage all your mutual fund investments from a single platform. Track your portfolio, make transactions, and access statements without needing multiple apps. Gain insights into your investment patterns with detailed analytics.

One-touch loginConsolidated portfolio viewInvest, reinvest, and redeem
💰 Finance
(28)
free
9
Axis Mutual Fund Invest Online
Axis Mutual Fund Invest Online
Axis Mutual Fund Invest Online
Invest in just 5minutes
Free

Invest in mutual funds quickly and easily through a user-friendly mobile app. Start SIPs, make lump-sum investments, or switch between various fund types like Equity, Index, Hybrid, and Debt. Manage your portfolio, track investments, and access detailed insights.

Fast, simple, paperless investmentsStart SIP or Lumpsum investmentsInvest in Equity, Index, Hybrid, Debt funds
💰 Finance
(457)
free
10
FundsIndia: Mutual Funds & SIP
FundsIndia: Mutual Funds & SIP
FundsIndia: Mutual Funds & SIP
Invest in Stocks & Mutual Fund
Free

This platform offers a wide range of investment options, including mutual funds, stocks, and tax-saving instruments. It provides expert financial guidance, paperless transactions, and bank-grade security to simplify your investment journey.

Invest in mutual funds and stocksSystematic Investment Plans (SIP)Expert financial coaching
💰 Finance
(21)
free with in-app purchases
11
i-Invest iPru
i-Invest iPru
i-Invest iPru
ICICI Prudential Mutual Fund
Free

Invest in mutual funds with a secure and convenient app. Track your portfolio, manage transactions, and access educational content to enhance your financial planning. Includes tools for goal-based planning and family investment management.

Mutual fund investmentPortfolio trackingSIP management
💰 Finance
(74)
free
12
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
Now AI Powered
Free

This app offers AI-powered assistance for mutual fund investments, allowing users to inquire about offerings, make investments, and track their financial portfolio. It also provides features for goal-based investing, quick SIP setup, and intelligent watchlists with NAV drop alerts.

AI Powered Smart AssistWealth Index for portfolio trackingQuick SIP setup
💰 Finance
(632)
free
13
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
💰 Finance
(97K)
free
14
AssetPlus - Mutual Funds & SIP
AssetPlus - Mutual Funds & SIP
AssetPlus - Mutual Funds & SIP
Expert advice. Easy investing.
Free

This platform offers expert financial guidance and easy investing for mutual funds and SIPs. It helps users curate tailored portfolios based on their goals and risk appetite, while also managing all investments in one place. Track your portfolio and receive periodic reviews for disciplined financial planning.

Expert financial adviceEasy mutual fund investingTailored portfolio curation
💰 Finance
(40)
free
15
IC Wealth
IC Wealth
IC Wealth
by IC GROUP LIMITED
Free

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments
💰 Finance
(97)
ad-supported
16
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
💰 Finance
(19K)
free with in-app purchases
17
UTI Mutual Fund Invest online
UTI Mutual Fund Invest online
UTI Mutual Fund Invest online
Invest, Manage, Track, Explore
Free

Easily invest in mutual fund schemes, manage your portfolio, and track your financial goals. This app offers a secure, paperless, and user-friendly platform for all your investment needs, including tools for planning and a knowledge center.

Paperless and secure transactionsExplore and invest in mutual fund schemesTrack and manage investments
💰 Finance
(22)
free
18
Nippon India Mutual Fund
Nippon India Mutual Fund
Nippon India Mutual Fund
by Nippon Life India Asset Management Limited
Free

Manage your mutual fund investments with an intuitive and secure mobile app. Track your portfolio, discover funds with smart tools, and transact seamlessly with multiple payment options. Plan, track, and grow your wealth with personalized insights and self-serve features.

Secure login (Fingerprint, Face ID, M-PIN, OTP)Consolidated portfolio view and trackingSmart fund discovery and recommendations
💰 Finance
(66)
free
19
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
💰 Finance
(63K)
free with in-app purchases
20
Primerica Events
Primerica Events
Primerica Events
Representative App
Free

Discover and manage your attendance at company events. Find networking opportunities, view event details, and create a personalized schedule with reminders.

Event calendarNetworking opportunitiesEvent details and speaker info
💼 Business
(7)
free

FAQ about Primerica Mutual Funds

What are the best primerica mutual funds apps for iPhone?
Primerica Shareholder Services tops our primerica mutual funds apps ranking as of June 2026, with a 4.3-star average from 38 App Store ratings, and it's free to download.
Yes — 20 of the top primerica mutual funds apps we rank are free to download, including Primerica Shareholder Services and MyPrimerica.
Primerica Shareholder Services has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 211+ primerica mutual funds apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.
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.
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.