Primerica Shareholder Services Shareholder Account Manager
Already a client? Access your mutual fund account by clicking on the Sign on to Primerica link to the right.
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- View Your Account Balance
- View Your Investment Allocation
- Update Address and Telephone Information
- Update Investment Objective
- Modify Bank Draft Information
- Process Financial Transactions
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- Modify Systematic Withdrawal Plan Information (Voluntary Accounts Only)
- Review and Order Tax forms
- View Account Transcript
- Perform Maintenance on Dividend & Capital Gain Options
- View Account History
- View Representative Contact Information
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A User ID and Password must be established to access personal account information. Establishing
a User ID and Password will allow you to perform account maintenance and
financial transactions using our Web site or Interactive Voice Response System.
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For more information please see our online help.
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This page is provided for Primerica Shareholder Services Clients -
PFSI Representatives should log on here.
If you have any questions, please call the
Representative Services Line at (800) 665-8677.
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