Best Primerica Shareholder Account Manager Apps

250+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated July 2026

Out of 250+ primerica shareholder account manager apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Compare top Primerica Shareholder Account Manager Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Primerica Shareholder ServicesPrimerica Shareholder ServicesFree4.3★ (38)NoNoAug 2026
2LPL Account ViewLPL Account ViewFree4.6★ (4K)NoNoAug 2026
3Primerica AdvisorsPrimerica AdvisorsFree4.8★ (33)NoNoJul 2026
4NetBenefitsNetBenefitsFree4.6★ (29K)NoNoAug 2026
5Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoAug 2026
6Primerica OnlinePrimerica OnlineFree4.0★ (1.2K)NoNoAug 2026
7Betterment Invest & Save MoneyBetterment Invest & Save MoneyFree4.8★ (64K)YesNoAug 2026
8VoyaVoyaFree4.7★ (188K)NoNoAug 2026

Top Picks for Primerica Shareholder Account Manager

LPL Account View#2

LPL Account View by LPL Financial

Strong Contender
💰 Finance
4.6😞(4K ratings)
Free
LPL Account View screenshot 1
LPL Account View screenshot 2
LPL Account View screenshot 3
LPL Account View screenshot 4
LPL Account View screenshot 5

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

What We Love

  • 💎 Exceptional service
  • 👍 Fantastic app
  • 👍 App works great
  • 👍 Features like mobile deposit

Room to Improve

  • 🐛 Glitchy and difficult to use
  • 🔒 Can't update password
  • 🐛 Crashes upon launch
Primerica Advisors#3

Primerica Advisors by Pershing, LLC

Worth Considering
💰 Finance
4.8(33 ratings)
Free
Primerica Advisors screenshot 1
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Primerica Advisors screenshot 3
Primerica Advisors screenshot 4
Primerica Advisors screenshot 5

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.

More Primerica Shareholder Account Manager apps to explore

4
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

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.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
5
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
💰 Finance
(17K)
free with in-app purchases
6
Primerica Online
Primerica Online
Primerica Online
Representative App
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.

Client insurance and investment toolsFinancial analysis and calculatorsLicensing and training materials
💰 Finance
(1.2K)
free
7
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
(64K)
free with in-app purchases
8
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
9
MyPrimerica
MyPrimerica
MyPrimerica
Primerica Client App
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.

View life policy detailsUpdate policy contact informationMake payments
💰 Finance
(89)
free
10
Principal®
Principal®
Principal®
Retire on your terms.
Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

View account balancesRoll over fundsChange contributions
💰 Finance
(233K)
free with in-app purchases
11
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
AI Trades- Stocks, ETF, Crypto
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
(108K)
free
12
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
💰 Finance
(136K)
free
13
Northwestern Mutual
Northwestern Mutual
Northwestern Mutual
by Northwestern Mutual
Free

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

View investment performance and transactionsAccess insurance policy detailsMake premium payments
💰 Finance
(11K)
free
14
Transamerica Retirement App
Transamerica Retirement App
Transamerica Retirement App
by Transamerica Retirement Solutions, LLC
Free

Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.

On-the-go account accessView account balance and performanceAdjust savings rate
💰 Finance
(3.2K)
free
15
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
Manage Money, Build Wealth
Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing
💰 Finance
(74K)
free with in-app purchases
16
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
17
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
(21K)
free with in-app purchases
18
Ferguson Wellman
Ferguson Wellman
Ferguson Wellman
by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Free
💰 Finance
(0)
19
Pensions & Investments
Pensions & Investments
Pensions & Investments
by Crain Communications, Inc.
Free
📡 News
(0)
20
T. Rowe Price Personal®
T. Rowe Price Personal®
T. Rowe Price Personal®
INVEST WITH CONFIDENCE®
Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance
💰 Finance
(23K)
free

FAQ about Primerica Shareholder Account Manager

What are the best primerica shareholder account manager apps for iPhone?
Primerica Shareholder Services tops our primerica shareholder account manager apps ranking as of July 2026, with a 4.3-star average from 38 App Store ratings, and it's free to download.
Yes — 20 of the top primerica shareholder account manager apps we rank are free to download, including Primerica Shareholder Services and LPL Account View.
Primerica Shareholder Services has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 250+ primerica shareholder account manager apps on the iOS App Store as of July 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.