Best Primerica Shareholder Account Manager Apps

206+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated July 2026

Out of 206+ 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)NoNoJul 2026
2Primerica AdvisorsPrimerica AdvisorsFree4.8★ (32)NoNoJul 2026
3Primerica OnlinePrimerica OnlineFree4.0★ (1.1K)NoNoJul 2026
4Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoJul 2026
5LPL Account ViewLPL Account ViewFree4.6★ (3.6K)NoNoJul 2026
6VoyaVoyaFree4.7★ (188K)NoNoJul 2026
7Ellevest: Investing for womenEllevest: Investing for womenFree4.7★ (5.8K)YesNoJul 2026
8John Hancock RetirementJohn Hancock RetirementFree4.7★ (36K)NoNoJul 2026

Top Picks for Primerica Shareholder Account Manager

Primerica Advisors#2

Primerica Advisors by Pershing, LLC

Strong Contender
💰 Finance
4.8(32 ratings)
Free
Primerica Advisors screenshot 1
Primerica Advisors screenshot 2
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.

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 Shareholder Account Manager apps to explore

4
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
5
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

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.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
💰 Finance
(3.6K)
free
6
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
7
Ellevest: Investing for women
Ellevest: Investing for women
Ellevest: Investing for women
Build wealth for your future.
Free

This platform offers personalized investment portfolios designed specifically for women, addressing unique financial challenges. It provides expert financial planning, impact investing options, and tools to help users achieve their financial goals. Access market insights and build wealth for your future.

Personalized investment portfoliosFinancial planning servicesImpact investing options
💰 Finance
(5.8K)
subscription
8
John Hancock Retirement
John Hancock Retirement
John Hancock Retirement
by John Hancock
Free

Manage your retirement plan securely and conveniently on the go. Access account details, make changes, and set financial goals with real-time projections. Utilize educational resources for personal finance and wellness.

Manage retirement plan accountView account balance and historyUpdate contribution rates
💰 Finance
(36K)
free
9
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
10
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
11
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
12
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Venture, Real estate, Income
Free

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Invest in private real estateInvest in venture capitalInvest in private credit
💰 Finance
(38K)
free
13
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
14
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
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
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
17
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
(230K)
free with in-app purchases
18
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.7K)
free
19
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
20
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Dedicated advisory teamProfessional investment managementAutomated cash management
💰 Finance
(7K)
freemium

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 Primerica Advisors.
Primerica Shareholder Services has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 206+ 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.