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
View balances, track performance, research investments
View account balances and performance metrics. Research investment options and manage open events. Access secure deferred compensation accounts with an access code. Track transactions and receive notifications.
Track investments in mutual funds, equities, and commodities. Place online trades and manage SIPs. Access research reports and monitor portfolio performance. Receive digital financial advice and adjust allocations scientifically.
Track portfolio performance by asset class or overall. View real-time market data and historical trends. Buy and sell Nigerian stocks and fixed assets. Set goals and receive alerts for market changes. Manage transactions and monitor account balances.
Manage investments with customizable portfolios tailored to financial goals like home buying, education, retirement, and wealth growth. Track performance, set reminders, and access secure financial solutions licensed by MAS and SFC.
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.