Best Primerica Shareholder Services Apps

213+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated July 2026

Out of 213+ 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.

Compare top Primerica Shareholder Services Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Primerica Shareholder ServicesPrimerica Shareholder ServicesFree4.3★ (38)NoNoAug 2026
2MyPrimericaMyPrimericaFree4.3★ (89)NoNoAug 2026
3Primerica OnlinePrimerica OnlineFree4.0★ (1.2K)NoNoAug 2026
4Primerica AdvisorsPrimerica AdvisorsFree4.8★ (33)NoNoJul 2026
5NetBenefitsNetBenefitsFree4.6★ (29K)NoNoAug 2026
6PFSMediaPFSMediaFree5.0★ (40)NoNoJul 2026
7Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoAug 2026
8Primerica EventsPrimerica EventsFree4.6★ (7)NoNoMay 2026

Top Picks for Primerica Shareholder Services

MyPrimerica#2

MyPrimerica by Primerica, Inc.

Primerica Client App
Strong Contender
💰 Finance
4.3(89 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

  • 🔒 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  • 🕰️ Outdated app design and functionality
Primerica Online#3

Primerica Online by Primerica, Inc.

Representative App
Worth Considering
💰 Finance
4.0(1.2K ratings)
Free
Primerica Online screenshot 1
Primerica Online screenshot 2

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
💰 Finance
(33)
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
💰 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
📚 Education
(40)
freemium
7
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
8
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
💼 Business
(7)
free
9
CSBI Mobile Banking
CSBI Mobile Banking
CSBI Mobile Banking
by Town Financial Corporation
Free

Consolidate all your financial accounts, including those from other banks, into one organized view. Track balances, transaction history, and spending averages to make informed financial decisions. Stay on top of your money with customizable alerts and secure access.

Multi-account aggregationTransaction history and spending averagesCustomizable alerts and notifications
💰 Finance
(2.1K)
free with in-app purchases
10
smallcase - Save & Invest
smallcase - Save & Invest
smallcase - Save & Invest
Stocks & Mutual Funds App
Free

Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.

Diversified model portfoliosThematic investing ideasExpert-managed portfolios
💰 Finance
(756)
free with in-app purchases
11
TEFCU Mobile
TEFCU Mobile
TEFCU Mobile
by Transit Employees Federal Credit Union
Free

Consolidate all your financial accounts, including those from other institutions, into one organized view. Make informed financial decisions with real-time updates, alerts, and transaction management tools. Securely access your finances on the go.

Multi-account aggregationTransaction history and spending averagesAlerts and notifications for bills and low funds
💰 Finance
(1.1K)
free with in-app purchases
12
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
💰 Finance
(351)
free with in-app purchases
13
CBiBank
CBiBank
CBiBank
International Services
Free

Open an international bank account online with this service, offering a transparent fee structure and robust account protection. Access multi-currency accounts and dedicated support in multiple languages for global financial needs.

100% online bank openingTransparent fee structureAccount protection system
💰 Finance
(98)
free
14
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
15
VPS SmartOne
VPS SmartOne
VPS SmartOne
Smart Financial Investment
Free

This platform offers a comprehensive suite of financial management tools for investments, wealth management, and payment services. It provides real-time market insights, investment advice, and secure transaction processing for a streamlined user experience.

Integrated financial managementInvestment and wealth managementPayment services
💰 Finance
(57)
free
16
Zahn Associates
Zahn Associates
Zahn Associates
by Zahn Associates, Inc.
Free

This mobile resource aids in preparation for specific professional licensing programs. It offers various tools to simplify learning complex topics, complementing existing study materials.

Preparation assistance for Zahn ProgramsLearning enhancement toolsSimplifies difficult concepts
📚 Education
(6)
free
17
Stake – Stocks | ETFs | SMSF
Stake – Stocks | ETFs | SMSF
Stake – Stocks | ETFs | SMSF
Unleash the investor within
Free

Invest in global markets with a single platform. Access US stocks, ETFs, and Australian shares with low brokerage fees. Manage your superannuation and explore income funds for diversified growth.

Access 9,500+ Wall St stocks and ETFsInvest in 2,500+ Aussie stocks, ETFsFractional shares from US$10
💰 Finance
(66)
free with in-app purchases
18
Arta Finance
Arta Finance
Arta Finance
Wealth for the AI Era
Free

This platform offers a personalized, tech-driven approach to wealth building, providing access to exclusive investments and expert connections. It features AI-driven strategies, private market access, and transparent pricing for next-gen wealth builders.

Personalized AI wealth strategiesAccess to investment expertsExclusive private market investments
💰 Finance
(40)
free
19
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
20
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

View account balancesCheck personal rate of returnReview transaction history
💰 Finance
(11K)
free

FAQ about Primerica Shareholder Services

What are the best primerica shareholder services apps for iPhone?
Primerica Shareholder Services tops our primerica shareholder services 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 services apps we rank are free to download, including Primerica Shareholder Services and MyPrimerica.
Primerica Shareholder Services has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 213+ primerica shareholder services 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.