Our Web Site: portfolio.primerica.com

Primerica Shareholder Services provides access to view your account information over the Internet. The Shareholder Account Manager is available 24 hours a day, 7 days a week. You may use our Web site to view general information and prices for each of the funds you own.

The Web site also allows you to create a login ID and password. Your ID and password will allow you to perform account maintenance and transactions using our Web site.

Services offered through the Web site include:

  • View account balance
  • View account history
  • View investment allocation
  • View fund price and performance information*
  • Process financial transactions
  • View and order tax forms
  • Maintain account options
  • Update your investment objective
  • View representative contact information
  • View Account Transcript
  • View Money Market Checks
  • View account balance
* Does not require password. You are responsible for the confidentiality and security of your Login ID and password. It is always a good practice to periodically change your password. Transaction processing using the Web is only available on authorized accounts for shareholders who have elected full Internet transaction privileges.