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
Calculate SIP returns, loan EMIs, and investment growth without internet. Estimate future wealth with lumpsum calculations. Compare debt repayment vs investing. Plan for retirement with detailed projections. Set financial goals and track progress.
Manage financial assets with 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.
Track stock prices and company performance with interactive graphs and watchlists. Receive news and event alerts. Download reports and presentations. Calculate ROI using an investment calculator. Sync annual and quarterly financial data.
Manage financial assets including 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.
Review account balances and transaction history. View investment portfolio movements and account details. Transfer funds between accounts or to third parties. Use Face ID or fingerprint for login. Remember username for future access.