Best Primerica Online App

4.0(1.2K ratings)

Free

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.

MyPrimerica by Primerica, Inc.

Primerica Client App

Strong Contender

4.3😐(89 ratings)

Free

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

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

Room to Improve

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

Primerica Shareholder Services by The Bank of New York Mellon Corporation

Worth Considering

4.3(45 ratings)

Free

Primerica Shareholder Services screenshot 1

Primerica Shareholder Services screenshot 2

Primerica Shareholder Services screenshot 3

Primerica Shareholder Services screenshot 4

Manage your mutual fund investments with ease. View balances, complete transactions, and track your financial history. Offers solutions for investors at all life stages to help achieve financial goals.

More Primerica Online App apps to explore

Primerica Advisors

by Pershing, LLC

Secure client account accessView portfolio performanceAccess holdings and transaction history

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.

Invest, save, plan in one app.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

(3.3M)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Securely manage your credit card account on the go. Check balances, make payments, monitor transactions, and lock your card. Stay on top of your finances and build credit with convenient 24/7 access.

Check account balancesMake monthly paymentsMonitor recent transactions

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

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

(412K)

Schwab Mobile

Own your tomorrow®

Consolidated account viewMobile check depositIntuitive trade ticket

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

(1.2M)

Dollar Bank Mobile App

by Dollar Bank

Secure account access 24/7Mobile check depositQuick Balance view

Manage your Dollar Bank accounts conveniently from your mobile device. Deposit checks, transfer funds, pay bills, and send money securely. Access account balances quickly and find nearby ATMs or branches.

(23K)

Inter: Banking, credit card

Gift cards & Money transfers

Banking solutionsStock and ETF investingGift cards with cashback

Manage your finances with a comprehensive banking app. Spend, invest in stocks, save with gift cards, and send money globally all from your phone. Access a range of financial services designed for modern lifestyles.

(23K)

BankPro - Private Digital Bank

Personal & Business Banking

Limitless banking with Visa Platinum cardsMulti-currency accounts for 20+ currenciesHigh-yield savings accounts

This private digital bank offers high-net-worth individuals and global clients secure, premium financial solutions. Manage multi-currency accounts, high-value payments, savings, and global investments from a single platform.

Upgrade - Mobile Banking

Rewards Checking, Loans, Cards

Cash back rewards on card purchasesManage personal loans and credit linesTrack credit score and receive alerts

Manage your finances with a comprehensive mobile banking app. Access rewards checking, loans, and cards. Track balances, pay bills, monitor credit, and request cash advances.

(84K)

Cleo AI: Cash Advance & Budget

Credit Builder & Savings Goals

AI-powered financial chatBudgeting and spending trackingCash advances up to $250

This AI-powered financial assistant helps you manage your money through conversational chat. It offers budgeting tools, savings accounts with high APY, credit building features, and cash advances without interest or credit checks.

BBVA Spain | Online banking

(264K)

freemium

Download your BBVA Online app

AI-powered personalized shortcutsFinancial Coach for savings and expense reductionVirtual assistant for customer support

This banking app uses AI to personalize your financial experience, offering faster transactions and a financial coach to help you save and reduce expenses. It also includes features like a virtual assistant, multi-bank connectivity, and tools for mortgages, loans, and investments.

(3.1K)

American Heritage Mobile App

by American Heritage FCU

Mobile check depositBill payment managementAccount transfers

Manage your finances securely from your mobile device. Easily deposit checks, pay bills, transfer funds between accounts, and control your debit and credit cards. Access account statements, monitor your credit score, and connect with advisors.

(24K)

ShoreHaven Wealth Partners App

by ShoreHaven Wealth Partners, LLC

by TEZAUR INVESTMENT GROUP SRL