Best Primerica Shareholder Services Apps

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)

by Ameriprise Financial, Inc.

Ameriprise Financial

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

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.

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.

Consolidated account viewMobile check depositIntuitive trade ticket

(1.2M)

HR for Employees & Managers

ADP Mobile Solutions

View pay & W2 statementsRequest and approve time offTrack time & attendance (punch in/out, timesheets)

Access payroll, time, benefits, and HR information for yourself and your team. Track time, view pay statements, manage time off, and connect with colleagues. Managers can approve requests and view team calendars.

💼 Business

(4.4M)

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

(177K)

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

(381K)

Access valuation & documents

EXE Client Portal

Ally: Bank, Auto & Invest

(0)

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.

Manage your investment holdings and transactions with ease. This app allows registered users to securely view detailed information about their securities and execute trades directly from their mobile device.

View holding detailsView transaction detailsExecute transactions

(7)

Computershare Investor Center

Shareholding, secure & simple

Access portfolioDownload tax formsTrack investments

Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.

(1.8K)

Private Client Services

Client portal

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

by BT Financial Group Pty Ltd

View portfolio balance and performanceTrade listed securities and managed fundsMake payments and schedule transactions

Access and manage your investment accounts on the go. View portfolio performance, trade securities, make payments, and get market insights. Secure login options and virtual assistant support are available.

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.

(404K)

Rewards Checking, Loans, Cards

Upgrade - Mobile Banking

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.

(83K)

Deep-Dive Market Intelligence

Porter&Co

In-depth financial researchMarket insightsStock recommendations

Access in-depth financial research and market insights from your mobile device. Existing members can log in to read reports, listen to audio versions, and receive instant notifications for new content. Track your investments with a dedicated portfolio section.

(1)

Musharaka مشاركة المالية

by Musharaka Capital Co

Order placement (buy/sell/amend/cancel)Intraday and historical market chartsCustom and smart watch lists

This app provides access to financial markets, news, and live feeds for trading in global stock markets. It offers features like order placement, market charts, watch lists, and portfolio evaluation to help users manage their investments.

(1)