Primerica Advisors
Finance
Free · Designed for iPad
With the Primerica Advisors app, managed accounts clients can conveniently and efficiently access their account information and review their investment portfolio.
Easy, secure client access to your Primerica Advisors managed account
The Primerica Advisors app is exclusively designed for clients who own Primerica Advisors Lifetime Investment Program managed accounts. With the Primerica Advisors app, accessing your account information and reviewing your portfolio have never been more convenient and efficient. With this app, clients can:
• Access their accounts anytime, anywhere on a mobile device.
• Seamlessly log in to their Lifetime Investment Program managed accounts and stay connected on the go.
• Get a comprehensive view of their account holdings, performance, asset allocation, and transaction history.
• Conveniently access important documents and account statements.
• Securely and easily navigate their financial data.
Please note that this app is exclusively available for Primerica Advisors Lifetime Investment Program clients. To use the app, you must be a registered client of Pershing (BNY).
The build contains bug fixes.
The developer, Pershing, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Pershing, LLC
- Size
- 6.8 MB
- Category
- Finance
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - iPad
Requires iPadOS 16.0 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later. - Apple Watch
Requires watchOS 9.0 or later.
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © BNY Mellon | Pershing Access