Best Primerica Shareholder Services Apps

249+ iOS apps curated and reviewed

4.2 avg rating
20 free apps
Updated August 2026

Out of 249+ 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 (August 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
5Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.3M)NoNoAug 2026
6Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoAug 2026
7Schwab MobileSchwab MobileFree4.8★ (1.2M)NoNoAug 2026
8ADP Mobile SolutionsADP Mobile SolutionsFree4.7★ (4.4M)YesNoAug 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  • 🕰️ Outdated app design and functionality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
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

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.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
💰 Finance
(3.3M)
free with in-app purchases
6
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
7
Schwab Mobile
Schwab Mobile
Schwab Mobile
Own your tomorrow®
Free

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
💰 Finance
(1.2M)
free with in-app purchases
8
ADP Mobile Solutions
ADP Mobile Solutions
ADP Mobile Solutions
HR for Employees & Managers
Free

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.

View pay & W2 statementsRequest and approve time offTrack time & attendance (punch in/out, timesheets)
💼 Business
(4.4M)
free with in-app purchases
9
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

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.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
10
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
Stocks, ETFs, options, crypto
Free

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.

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios
💰 Finance
(381K)
free with in-app purchases
11
EXE Client Portal
EXE Client Portal
EXE Client Portal
Access valuation & documents
Free
💰 Finance
(0)
12
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

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 bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(112K)
free
13
CDSL MyEasi App
CDSL MyEasi App
CDSL MyEasi App
by CDSL
Free

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
💰 Finance
(6)
free
14
Computershare Investor Center
Computershare Investor Center
Computershare Investor Center
Shareholding, secure & simple
Free

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.

Access portfolioDownload tax formsTrack investments
💰 Finance
(1.7K)
free
15
Private Client Services
Private Client Services
Private Client Services
Client portal
Free

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.

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings
💰 Finance
(10)
free
16
BT Panorama
BT Panorama
BT Panorama
by BT Financial Group Pty Ltd
Free

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.

View portfolio balance and performanceTrade listed securities and managed fundsMake payments and schedule transactions
💰 Finance
(0)
free
17
Empower ®
Empower ®
Empower ®
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
💰 Finance
(404K)
free with in-app purchases
18
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Rewards Checking, Loans, Cards
Free

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.

Cash back rewards on card purchasesManage personal loans and credit linesTrack credit score and receive alerts
💰 Finance
(83K)
free with in-app purchases
19
Porter&Co
Porter&Co
Porter&Co
Deep-Dive Market Intelligence
Free

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.

In-depth financial researchMarket insightsStock recommendations
💰 Finance
(1)
free
20
Musharaka مشاركة المالية
Musharaka مشاركة المالية
Musharaka مشاركة المالية
by Musharaka Capital Co
Free

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.

Order placement (buy/sell/amend/cancel)Intraday and historical market chartsCustom and smart watch lists
💰 Finance
(1)
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 August 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 August 2026.
We track 249+ primerica shareholder services apps on the iOS App Store as of August 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.