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
Manage mutual fund accounts and client connections
Manage Mutual Fund accounts with transaction tracking and business operations. View client portfolios, process investments, and monitor fund performance. Receive real-time updates and access detailed reports.
View mutual fund portfolios in one place. Open new folios, purchase, redeem, and switch funds. Set up SIPs and manage transactions. Sync with multiple fund providers including Aditya Birla Sunlife MF, HDFC MF, SBI MF, and others.
Enroll in mutual funds, track investments, and view portfolio performance. Set recurring contributions and receive alerts. Access account statements and manage holdings. Sync with financial goals and monitor market trends.
Investments with real-time portfolio updates and detailed performance analytics. Set and monitor financial goals using a personalized planning tool. Access educational resources and market insights for informed decision-making.
The app allows users to complete financial transactions from their iPhone or iPad. Users can check balances, transfer funds, view transaction history, pay bills, and locate ATMs and branches.