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How to Exchange to Another Fund Online

To view and/or change your Dividend/Capital Gain Options online, please complete the following steps:

  1. Sign on to Primerica Shareholder Services (see link below).
  2. If you have multiple accounts, click on the desired account number from your Account List; if you have a single registration skip to the next step
  3. Click on the "Exchange" link on the left of the Account Holdings screen.
  4. Select the exchange-from fund and exchange-to fund, then indicate how much to exchange.
  5. Click the "Next>" button.
  6. On the "Confirm Exchange" screen, review your selections and click "Accept" to proceed or "Cancel" to leave your Asset Allocations as-is.

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If you have any questions or concerns please view our additional online help or contact:

  • Client Service Representatives at (800) 544-5445.
    Monday through Friday 8:00 AM until 8:00 PM Eastern time.