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
Track portfolio, manage SIPs, save transactions, view
Track portfolio performance and receive insights. Monitor SIP/SWP/STP plans in one section. Save transactions in a cart for later. View all SBI Mutual Fund schemes. Add multiple accounts to a single user ID.
View balances, track transactions, transfer funds, make
View account balances and transaction history. Perform funds transfers and loan payments. Access account details and manage transactions. Requires internet banking registration.
Track investments and view transaction history with portfolio management tools. Analyze markets using advanced charting and technical indicators. Receive real-time stock updates and news. Customize settings for personalized trading experience.
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.
