Primerica Shareholder Services
Primerica Shareholder Services helps shareholders securely access and manage their Primerica investment accounts on mobile. Core features include viewing holdings and transaction history, downloading tax and account documents, and receiving account alerts and shareholder communications. The app offers secure login and real-time updates for fast portfolio checks and convenient document retrieval, ideal for investors who need on-the-go access to shareholder records and dividend information.
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1. Download the app from the App Store or Google Play and open it to begin. 2. Register or sign in using your shareholder ID or account number, verify your identity via email or two-factor authentication, and set a secure password. 3. View your portfolio, recent transactions, statements, tax documents, and dividend history from the dashboard. 4. Update personal or contact information, set alert preferences, link a bank account for dividend deposits if available, and request support or documents through the help section.
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