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Account Manager
  
Primerica Shareholder Services
Shareholder Account Manager

The Shareholder Account Manager is a fantastic tool that will assist you in managing your mutual fund accounts! The Shareholder Account Manager is available 24 hrs. a day 7 days a week.

Already a client? Access your mutual fund account by clicking on the Sign on to Primerica link above.

Your Investment Portfolio Provides Access to Personal Account Information:

  • View Your Account Balance
  • View Your Investment Allocation
  • Update Address and Telephone Information
  • Update Investment Objective
  • Modify Bank Draft Information
  • Process Financial Transactions
  • 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

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.

For more information please see our online help.

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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