By Phone. To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445. International callers outside the United States may call 770-381-1000.
View your account online at .shareholder.primerica using Primerica Shareholder Services' Shareholder Account Manager platform. View fund positions, balances, statements, and tax documents.
As a result, we limit our platform to a small group of fund families, and focus our representatives on the funds available on our Primerica Shareholder Services (“PSS”) Mutual Fund Platform (“PSS Platform”).
If you submit an additional investment for a fund that has merged to another fund, Primerica Shareholder Services (PSS) may make your investment in the new merged fund. Your investments may continue to be invested in the new merged fund unless you notify PSS otherwise.
Internet Log on at .shareholder.primerica to redeem funds online using PSS' Shareholder Account Manager tool. Systematic Withdrawal Plan A Systematic Withdrawal Plan (SWP) provides you with a convenient method to redeem shares on a regular basis for a pre-determined dollar or share amount.
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.