Apps Like Primerica Shareholder Services for iPhone and iPad
View balances, complete transactions, track history
View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.
by The Bank of New York Mellon Corporation★ 4.330 ratingsFinanceFreeData updated 2026-09-06
Access account balances, holdings, and transaction history. View order status and place equity trades. Receive real-time market data and set up alerts. Manage portfolio performance and track investment activity.
Open accounts, invest globally, access funds anytime
Open an account online without minimum requirements. Manage a globally diversified portfolio. Access funds anytime. Track investments and view performance reports. Receive real-time market updates and alerts.
Track mutual fund investments with real-time portfolio updates. View performance metrics and compare funds. Set recurring contributions and receive alerts for market changes. Access scheme documents and manage subscriptions.
Manage in mutual funds with real-time tracking and portfolio analysis. Set and monitor financial goals with progress indicators. your account with PIN, fingerprint, and face recognition.
Learn personal finance through structured courses from India's top experts. Track investments, set financial goals, and receive progress reports. Access budgeting tools and investment calculators to plan long-term wealth growth.
Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports. Download complete portfolio data. Access transaction statements for any period. Log in using Google email.
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.
Track and manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports and download complete portfolio statements. Access transaction history for any period.
Plan, save, and invest with automatic savings features and zero hidden fees. Set financial goals and track progress. Access secure short and long-term investment options.
Check balances and view transactions 24/7. Track pending transactions and manage fund transfers by creating, approving, canceling, or viewing them. Access transaction history and send secure messages. View branch hours and location details.
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
Learn about stock investments through educational content. Track market trends and company fundamentals. Practice with simulated accounts. Access real-time data and analysis tools. Set investment goals and monitor portfolio performance.
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.