Primerica Shareholder Services app icon

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

Primerica Shareholder Services screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Southland CU app icon

    Southland CU

    Southland Credit Union

    Check balances, deposit checks, view transactions, transfer

    Check account balances, deposit checks via photo, view transaction history, transfer funds between accounts, and pay bills directly. Access real-time updates and manage financial activities remotely.

    ★ 4.911,327 ratingsFinanceFreeData updated 2026-09-08
  2. A+ Mobile app icon

    A+ Mobile

    A Plus Federal Credit Union

    Check balances, transfer funds, view history

    Check account balances, transfer money, and view transaction history. Pay bills and deposit checks by photo. Find branch locations and access secure financial services.

    ★ 4.78,291 ratingsFinanceFreeData updated 2026-09-08
  3. InTouch CU Mobile app icon

    InTouch CU Mobile

    InTouch Credit Union

    View balances and transactions

    View account balances and transaction history. Transfer funds between internal and external accounts. Pay bills and send money to trusted contacts. Set balance and transaction alerts.

    ★ 4.92,329 ratingsFinanceFreeData updated 2026-09-08
  4. Snowball Analytics app icon

    Snowball Analytics

    Snowball Analytics

    Track investments and manage portfolios

    Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.

    ★ 4.81,845 ratingsFinanceFreeData updated 2026-09-06
  5. Andrews FCU Mobile app icon

    Andrews FCU Mobile

    Andrews Federal Credit Union

    Check balances, view transactions, transfer funds

    Check balances and view transactions 24/7. Track pending transactions and manage fund transfers. Review transaction history and send secure messages. Access branch hours and location details.

    ★ 4.63,947 ratingsFinanceFreeData updated 2026-09-08
  6. Vibrant CU app icon

    Vibrant CU

    Vibrant Credit Union

    Monitor balances and track transactions

    Monitor account balances and transaction history. Perform bill payments, credit card payments, fund transfers between accounts, and remote check deposits. Initiate ACH transfers and modify pending transactions.

    ★ 4.89,097 ratingsFinanceFreeData updated 2026-09-08
  7. Plynk: Grow as an Investor app icon

    Plynk: Grow as an Investor

    Digital Brokerage Services LLC

    Trade stocks, funds, and crypto

    Trade stocks, funds, and crypto with a minimum investment of $1. No commissions on stocks and ETFs. View investment ideas and use tools to explore and select assets.

    ★ 4.62,875 ratingsFinanceFreeData updated 2026-10-07
  8. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
  9. La Capitol FCU app icon

    La Capitol FCU

    La Capitol Federal Credit Union

    Check balances, transfer funds, view transactions,

    Check balances 24/7. View pending transactions and transaction history. Send and receive secure messages. Access branch hours and location information. Perform fund transfers and check account messages remotely.

    ★ 4.72,247 ratingsFinanceFreeData updated 2026-09-09
  10. achieve by Petra app icon

    achieve by Petra

    Petra Securities Limited

    Invest in goals and track progress

    Manage investments with DigiSave, allowing access to funds while working towards medium to long-term goals. Set financial plans, monitor progress, and adjust contributions as needed.

    ★ 4.63,014 ratingsFinanceFreeData updated 2026-10-04
  11. SBI Mutual Fund-InvesTap Nxt app icon

    SBI Mutual Fund-InvesTap Nxt

    SBI Funds Management Limited

    Track investments and monitor orders

    Track investment performance and receive notifications about upcoming investments and pending actions. Monitor payment status and order progress in real time. Access investment details and statements for all family members under one account.

    ★ 4.7646 ratingsFinanceFreeData updated 2026-09-10
  12. Create Credit Union app icon

    Create Credit Union

    Clark County Credit Union

    Check balances, transfer funds, view transactions,

    Check balances and view transaction history anytime. Track pending transactions and manage fund transfers. Send and receive secure messages. Access branch locations and hours. Deposit checks by photo. View transaction details and approve transfers.

    ★ 4.74,126 ratingsFinanceFreeData updated 2026-09-08
  13. Morningstar Investor app icon

    Morningstar Investor

    Morningstar, Inc.

    Track investments, analyze portfolios, set goals

    Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.

    ★ 4.07,032 ratingsFinanceFreeData updated 2026-09-08
  14. BrightStar Mobile app icon

    BrightStar Mobile

    BrightStar Credit Union

    Check balances, transfer funds, view transactions,

    Check balances and view transactions 24/7. Track pending transactions and manage fund transfers. Review transaction history and send secure messages. Access branch hours and location details.

    ★ 4.52,160 ratingsFinanceFreeData updated 2026-09-08
  15. Exchange Bank Mobile Banking app icon

    Exchange Bank Mobile Banking

    Exchange Bank

    Check balances, transfer funds, view transactions

    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.

    ★ 4.52,895 ratingsFinanceFreeData updated 2026-09-08
  16. University Credit Union Miami app icon

    University Credit Union Miami

    UNIVERSITY CREDIT UNION (INC)

    Access accounts, view balances, manage transactions

    Check account balances anytime. View pending transactions and transaction history. Create, approve, cancel, or view fund transfers. Send and receive secure messages.

    ★ 4.5487 ratingsFinanceFreeData updated 2026-10-01
  17. SIP Calculator – Lumpsum Plan app icon

    SIP Calculator – Lumpsum Plan

    Devkrushna Infotech Private Limited

    Calculate SIP and returns

    Calculate investment returns for SIP and plans. View detailed growth projections with charts and tables. Input personal details to customize investment scenarios. Track financial goals and monitor progress over time.

    ★ 4.8118 ratingsFinanceFreeData updated 2026-09-21
  18. Real Vision app icon

    Real Vision

    Real Vision Television SEZC

    Watch interviews and analyze markets

    Access exclusive weekday interviews with top investors. Watch in-depth discussions on financial markets. Learn strategies from experienced analysts. Save and revisit content for later review. Subscribe for continuous financial insights.

    ★ 4.82,407 ratingsNewsFreeData updated 2026-09-11
  19. Heartland CU Mobile Banking app icon

    Heartland CU Mobile Banking

    Heartland Credit Union - KS

    Check balances and view transactions

    Check account balances and view transaction history. Transfer funds between accounts. Deposit checks via . Pay loans and bills directly. Locate nearby ATMs and branches. requires Credit Union Online participation.

    ★ 4.84,024 ratingsFinanceFreeData updated 2026-09-09
  20. myASNB app icon

    myASNB

    Permodalan Nasional Bhd

    Invest view and add funds securely

    View investment portfolio and account balance. Sign up for a new account. Perform additional investments and invest in other funds. Track recent transactions. Manage investments from mobile or tablet.

    ★ 4.7357 ratingsFinanceFreeData updated 2026-09-17

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.