Manage your mutual fund investments with ease. View balances, complete transactions, and track your financial history. Offers solutions for investors at all life stages to help achieve financial goals.
4.3(45 ratings)
Free
Top Picks for Primerica Shareholder Services
4.3😐(89 ratings)
Free
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
- 👍 Easy to use
- 👍 Works great
- 👍 Helpful tool for financials
- 👍 Builds financial house
- 👍 Keeps track of financials
- 👍 Easy access to accounts
- 👍 Face ID ability
- 👍 All access at fingertips
- 👍 Secured and handy
- 👍 Great for viewing policies and investments
- 👍 Allows updates to beneficiaries and contact info
- 👍 Can make payments on life insurance
- 👍 Can reach representative on the go
Room to Improve
- 🐛 Kicks user out after login
- 🐛 Limited functionality
- 🐛 Cannot view more than one account at a time
- 🐛 Constantly under maintenance
- 🐛 App icon missing
- 🐛 White screen on launch
- 🐛 Does not recognize username/password
- 🐛 Reset emails sent to deceased person
- 🐛 Requires SIN for identification
- 🐛 App feels like website, not modern
- 🐛 Requires signing in twice (insurance and investments)
- 🐛 Does not provide investment details, only total amount
- 🐛 Terrible user experience
4.0(1.2K ratings)
Free
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.
