Best Primerica Shareholder Apps

4.3(45 ratings)

Free

Primerica Shareholder Services screenshot 1

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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.

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

🔒 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
📱 Convenient mobile access to accounts
💰 Ability to make payments and manage investments

Room to Improve

⚠️ Login issues, unable to sign in
🔍 Limited investment details provided
🕰️ Outdated app design and functionality

Primerica Social by Sprinklr

Representative App

Worth Considering

4.1(22 ratings)

Free

This tool helps representatives share pre-approved content on their social media channels to expand their online presence. Users can select from various topics and schedule posts for future publication. Account setup requires initial access through a specific portal.

More Primerica Shareholder 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.

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.

Client insurance and investment toolsFinancial analysis and calculatorsLicensing and training materials

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

(7)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

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.

Capital Group RKDirect 401k

(11K)

ad-supported

Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

Fidelity workplace benefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Talks for Primerica reps

Audio and video recordingsTop leader and educator contentOn-the-go learning

Access a library of audio and video recordings from top leaders and educators in the Primerica field. Learn at your own pace with on-the-go access to training sessions, interviews, and more.

📚 Education

(46)

freemium

HNO Shareholder Portal

by HNO GREEN FUELS, Inc

Account managementNews and update notificationsShare news with contacts

Manage and review your shareholder accounts with ease. Receive news and update notifications directly from the source and share important information with friends and family.

by Breezy Point Cooperative, Inc.

by FORTY FIVE HOLDING CO

Investor relations managementShareholder communication enhancementGovernance improvement

This platform simplifies investor relations for various company types by providing integrated technical and legal solutions. It enhances governance, board meetings, shareholder voting, and share transfers. Choose from four packages to improve communication with your shareholders.

The app that gives back!

Shareholder perk marketplaceExclusive discountsSpecial offers

This app serves as a marketplace connecting investors with companies. Shareholders can access exclusive discounts, special offers, and engage directly with company management. It aims to enhance the investing experience by providing tangible benefits.

(7.4K)

Transwest Capital Connect

LegalShield, Law Firms On Call

by Pre-Paid Legal Services, Inc.

Direct call to law firmSnap ticket submission24/7 emergency assistance

Access legal support anytime, anywhere. Connect with your dedicated law firm for consultations, document preparation, and emergency assistance. Submit tickets and questionnaires directly through the app.

(10K)

Fermat Prime: Investments

by FERMAT PRIME ENTERPRISES PRIVATE LIMITED

See how news moves stocks

Total identity protection

Credit score trackingFraudulent activity monitoringDark web monitoring

This app provides comprehensive identity protection and monitoring services. It helps safeguard members from identity theft and fraud by tracking credit scores, monitoring the dark web, and alerting users to potential risks. Manage your protection easily and receive timely notifications.

(247)