| |
Close Window
How to Exchange to Another Fund Online
To view and/or change your Dividend/Capital Gain Options online, please complete the following steps:
- Sign on to Primerica Shareholder Services (see link below).
- 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
- Click on the "Exchange" link on the left of the Account Holdings screen.
- Select the exchange-from fund and exchange-to fund, then indicate how much to exchange.
- Click the "Next>" button.
- On the "Confirm Exchange" screen, review your selections and click "Accept" to proceed or "Cancel" to leave your Asset Allocations as-is.
Ready to start?
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.
|