Best Primerica Shareholder Services Apps

231+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Out of 231+ 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
💰 Finance
4.4(83 ratings)
Free
MyPrimerica screenshot 1
MyPrimerica screenshot 2
MyPrimerica screenshot 3
MyPrimerica screenshot 4
MyPrimerica screenshot 5
MyPrimerica screenshot 6

The MyPrimerica mobile app provides secure access to view and manage your Primerica life insurance policy and investment products, track financial goals, make policy updates, and receive interactive financial guidance tools. Stay connected to your Primerica Representative and access important documents conveniently anytime, anywhere.

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

Room to Improve

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  • 🕰️ Outdated app design and functionality

More Primerica Shareholder Services apps to explore

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

This application provides users with easy and secure access to their financial accounts, allowing them to manage their investments and stay on top of their financial goals. Download the app to conveniently view and manage your accounts.

💰 Finance
(32)
5
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.

💰 Finance
(28K)
6
PFSMedia
PFSMedia
PFSMedia
Primerica Education
Free

This educational app provides a comprehensive library of audio and video recordings from top leaders and producers, offering on-the-go access to valuable learning experiences, training sessions, and interviews. Create an account to start learning for free and upgrade to access a vast library of educational content to boost your business success.

📚 Education
(37)
7
Primerica Events
Primerica Events
Primerica Events
Representative App
Free

This mobile app helps users stay organized and connected with a calendar of events, networking opportunities, and personalized scheduling features. Download the app to view event details, create your own schedule, and receive reminders to make the most of your experience.

💼 Business
(7)
8
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

💰 Finance
(37K)
9
Carta - Manage Your Equity
Carta - Manage Your Equity
Carta - Manage Your Equity
All things equity in one place
Free

Manage all aspects of equity, business building, and investment in one platform. Take control of your equity grants and options by downloading the app now.

💰 Finance
(9.1K)
10
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.

💰 Finance
(11K)
11
OneAmerica Retirement
OneAmerica Retirement
OneAmerica Retirement
OneAmerica Retirement Services
Free

Access financial wellness resources, manage retirement accounts, view balances, change contributions, and more with the intuitive OneAmerica Financial app. Designed for retirement plan participants, it prioritizes data security and provides support through email or website.

💰 Finance
(8.4K)
12
Robinhood Banking
Robinhood Banking
Robinhood Banking
Credit Card & Banking
Free

Introducing a versatile credit card exclusively for Robinhood Gold members, offering 3% cash back on all categories, fee-free transactions, 5% cash back on travel, secure account management, virtual card options, and features for family usage. Take control of your spending and earn rewards effortlessly.

💰 Finance
(51K)
13
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscape℠ mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.

💰 Finance
(2.6K)
14
PitchBook Mobile
PitchBook Mobile
PitchBook Mobile
VC, PE and M&A data
Free

PitchBook Mobile is a comprehensive application for venture capital, private equity, and merger and acquisition professionals. Stay updated on industry news, track deals, and access financial data on the go. Download now to streamline your investment research and decision-making.

💰 Finance
(1.1K)
15
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

💰 Finance
(19K)
16
FundsIndia: Mutual Funds & SIP
FundsIndia: Mutual Funds & SIP
FundsIndia: Mutual Funds & SIP
Invest in Stocks & Mutual Fund
Free

Invest in mutual funds, stocks, and more with a user-friendly platform that offers expert guidance, bank-grade security, and convenient features like paperless transactions and instant loans. Start your journey toward financial freedom with a wide range of investment options and value-added services to optimize your investments.

💰 Finance
(18)
17
Transamerica Retirement App
Transamerica Retirement App
Transamerica Retirement App
by Transamerica Retirement Solutions, LLC
Free

Access and manage your Transamerica retirement account on-the-go with this app. View account balance, investment performance, make changes to savings, and utilize the OnTrack® tool to optimize your retirement strategy. Log in to stay on top of your retirement goals anytime, anywhere.

💰 Finance
(3.2K)
18
baraka: Buy US Stocks & More
baraka: Buy US Stocks & More
baraka: Buy US Stocks & More
Trade 8400+ US Stocks and ETFs
Free

Trade US stocks easily and efficiently with our user-friendly mobile application! Invest, monitor stocks, receive real-time updates, and stay informed about market trends all in one place. Start trading today and take control of your investment portfolio.

💰 Finance
(66)
19
The Dividend Tracker
The Dividend Tracker
The Dividend Tracker
by The Dividend Tracker LLC
Free

Track and manage your dividend portfolio effortlessly with our mobile app, complete with features like dividend income visualization, automatic updates from major brokerage accounts, stock research tools, news updates, portfolio diversification analysis, and more. Upgrade from manual tracking methods to a modern solution for a seamless dividend tracking experience.

💰 Finance
(1.5K)
20
Index Fund Advisors
Index Fund Advisors
Index Fund Advisors
Wealth Management • Taxes
Free

This educational investment app provides personalized wealth management services, evidence-based investing insights, and tools to help users achieve their long-term financial goals. Through the app, users can connect with financial advisors, access educational resources, and utilize investment planning tools to make informed decisions and invest with confidence.

💰 Finance
(40)