Best Primerica Shareholder Services Apps

220+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated July 2026

Out of 220+ primerica shareholder services 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.

Top Picks for Primerica Shareholder Services

MyPrimerica#2

MyPrimerica by Primerica, Inc.

Primerica Client App
Strong Contender
๐Ÿ’ฐ Finance
4.4(83 ratings)
Free
MyPrimerica screenshot 1
MyPrimerica screenshot 2
MyPrimerica screenshot 3
MyPrimerica screenshot 4
MyPrimerica screenshot 5
MyPrimerica screenshot 6

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

  • ๐Ÿ”’ Secure access with Face ID
  • ๐Ÿ“Š Ability to view all accounts in one app
  • ๐Ÿ”„ Easy to update beneficiaries and contact info
  • ๐ŸŒŸ Simple and easy to use

Room to Improve

  • โš ๏ธ Login issues, unable to sign in
  • ๐Ÿ” Limited investment details provided
  • ๐Ÿ•ฐ๏ธ Outdated app design and functionality
Primerica Online#3

Primerica Online by Primerica, Inc.

Representative App
Worth Considering
๐Ÿ’ฐ 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 Services apps to explore

4
Primerica Advisors
Primerica Advisors
Primerica Advisors
by Pershing, LLC
Free

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.

Secure client account accessView portfolio performanceAccess holdings and transaction history
๐Ÿ’ฐ Finance
(32)
free
5
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
๐Ÿ’ฐ Finance
(29K)
free
6
PFSMedia
PFSMedia
PFSMedia
Primerica Education
Free

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.

Audio and video recordingsTop leader and educator contentOn-the-go learning
๐Ÿ“š Education
(38)
freemium
7
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
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
๐Ÿ’ฐ Finance
(37K)
free
8
ParmisaK PFM
ParmisaK PFM
ParmisaK PFM
Personal Financial Manager
Free

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

Income and expense trackingFamily member financial managementDebt and loan management
๐Ÿ’ฐ Finance
(2.5K)
free
9
Bloomberg: Business News Daily
Bloomberg: Business News Daily
Bloomberg: Business News Daily
Stock Market & World Finance
Free

Stay informed with breaking news on global finance, business, and the stock market. Access award-winning journalism and data-driven insights to understand economic trends and manage your investments.

Breaking business and finance newsReal-time market dataPersonalized stock watchlist
๐Ÿ“ก News
(55K)
subscription
10
PRO.FINANSY: Investing Tracker
PRO.FINANSY: Investing Tracker
PRO.FINANSY: Investing Tracker
Market and portfolio analytics
Free

This app provides market analysis tools, analyst recommendations, and community insights for both new and experienced investors. Track over 100,000 global financial instruments, monitor portfolio performance, and access key economic indicators and financial news.

Market analysis toolsAnalyst recommendationsInvestor community insights
๐Ÿ’ฐ Finance
(341)
free with in-app purchases
11
Everything Money
Everything Money
Everything Money
Investment & Finance Education
Free

Learn to understand and analyze real estate and business stocks with this investment education community. Access financial data, news, and reports to research value stocks and build your portfolio.

Investment education communityAnalyze real estate and business stocksU.S. and international financial data
๐Ÿ’ฐ Finance
(209)
free with in-app purchases
12
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stocks, Portfolio & Dividends
Free

Monitor your investments, including stocks, ETFs, and cryptocurrencies, and stay updated on dividends, earnings, and market events. Track portfolio performance, passive income, and receive alerts for key financial news.

Portfolio tracking for stocks, ETFs, bonds, and cryptoDividend income and ex-dividend date monitoringEarnings and IPO calendar with notifications
๐Ÿ’ฐ Finance
(2.1K)
freemium
13
Primerica Events
Primerica Events
Primerica Events
Representative App
Free

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
๐Ÿ’ผ Business
(7)
free
14
Empower ยฎ
Empower ยฎ
Empower ยฎ
Plan, save, invest, retire
Free

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.

Consolidated account viewRetirement planningBudget tracking
๐Ÿ’ฐ Finance
(395K)
free with in-app purchases
15
BSC Smart Invest
BSC Smart Invest
BSC Smart Invest
by BIDV SERCURITIES CO.,LTD
Free

This platform offers a streamlined stock and derivatives trading experience. Access investment recommendations from experts, manage your portfolio with intuitive tools, and track market information easily. Enjoy fast transactions and preferential trading fees.

Fast transactions and instant ordersIntegrated stock and derivatives tradingExpert investment recommendations
๐Ÿ’ฐ Finance
(73)
free
16
Northwestern Mutual
Northwestern Mutual
Northwestern Mutual
by THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
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
๐Ÿ’ฐ Finance
(11K)
free
17
Carta - Manage Your Equity
Carta - Manage Your Equity
Carta - Manage Your Equity
All things equity in one place
Free

This platform helps individuals manage their equity, build businesses, and invest in emerging companies. The app allows users to handle all equity-related tasks, including accepting grants and exercising options.

Manage equityBuild businessesInvest in companies
๐Ÿ’ฐ Finance
(9.2K)
ad-supported
18
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
๐Ÿ’ฐ Finance
(11K)
ad-supported
19
Zerodha Kite - Trade & Invest
Zerodha Kite - Trade & Invest
Zerodha Kite - Trade & Invest
Stock & F&O Trading, IPOs
Free

This app allows users to trade and invest in a wide range of financial instruments, including stocks, bonds, and derivatives across major Indian exchanges. It offers advanced trading tools, portfolio analytics, and features for systematic investing and tax reporting.

Trade stocks, bonds, ETFs, and gold bondsApply for IPOs, buybacks, and rights issuesPortfolio tracking and analytics
๐Ÿ’ฐ Finance
(187)
free
20
Prime Financial CU Mobile
Prime Financial CU Mobile
Prime Financial CU Mobile
by Prime Financial Credit Union
Free

Manage your finances securely on the go with this mobile banking app. Perform essential banking tasks like checking balances, transferring funds, depositing checks, and making payments anytime, anywhere. It also offers alerts and secure messaging for member support.

Check account and loan balancesTransfer funds between accountsDeposit checks with camera
๐Ÿ’ฐ Finance
(2.2K)
free