(PBSI), member FINRA/SIPC, through a fully disclosed clearing agreement with Pershing LLC, is the provider of brokerage services for the Primerica Advisors Lifetime Investment Program. Representatives who offer advisory services are supervised persons of PFSI. Primerica Inc., PFSI and PBSI are affiliate companies.
To access fund or account information via the Internet, go to .shareholder.primerica, and click on “Already A Client?” in the lower right-hand portion of the screen, which will take you to the login page for Shareholder Account Manager. You must login to access your account information.
(PFSI), the registered broker-dealer subsidiary of Primerica, Inc., offers mutual funds, variable annuities, college savings plans and employer-sponsored retirement plans to the saving and investing public.
Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. Primerica acquired e-Telequote in July 2021.
Pershing is a qualified custodian, as defined in Rule 206(4)-2 of the Investment Advisors Act of 1940. Investors in the Program direct Primerica to place all transactions in Program Accounts through PBSI and Pershing.
Primerica has been helping Main Street families invest for the future since 1977. While many financial professional aren't interested in working with the middle class, Primerica is committed to helping Main Street families save and invest for their short-term and long-term goals.
Primerica Shareholder Services provides access to view your account information over the Internet. Go to .shareholder.primerica and click on “Already A Client?”, which will take you to the Shareholder Account Manager login page. Shareholder Account Manager is available 24 hours a day, 7 days a week.
To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.
How to Redeem from My Account 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 "Redeem" link on the left of the Account Holdings screen.
View your account online at .shareholder.primerica, or use the included QR Code, to access Primerica Shareholder Services' Shareholder Account Manager platform. View fund positions, balances, statements, and tax documents. New users can follow the prompts to log in for the first time.