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 81–100 of 1,000 ranked alternatives.

  1. Savvy Trader app icon

    Savvy Trader

    Savvy Trader, Inc.

    Track investments, create portfolios, share trades

    Track stock and crypto investments in one place. Create and share virtual portfolios. Subscribe to other user portfolios. Set subscription fees for shared portfolios. Access AI-powered insights for investing questions.

    ★ 4.8436 ratingsFinanceFreeData updated 2026-09-06
  2. BankWest SD Mobile Banking app icon

    BankWest SD Mobile Banking

    BankWest Inc

    Check balances, transfer funds, view transactions,

    Check balances 24/7 and view transaction history. Make deposits and manage funds transfers. Send and receive secure messages. Locate ATMs and branches. View pending transactions and check account messages.

    ★ 4.6688 ratingsFinanceFreeData updated 2026-09-08
  3. Lakeside Bank eLink app icon

    Lakeside Bank eLink

    Lakeside Bank

    Check balances, transfer funds, view transactions

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

    ★ 4.6345 ratingsFinanceFreeData updated 2026-09-08
  4. Scripbox Mutual Fund & SIP App app icon

    Scripbox Mutual Fund & SIP App

    Scripbox Wealth Managers Private Limited

    Invest in funds and SIPs

    Invest in funds and set up systematic investment plans. Access personalised portfolio recommendations based on risk profile and financial goals. Monitor performance and track investments. Adjust SIPs and view detailed investment history.

    ★ 4.6106 ratingsFinanceFreeData updated 2026-09-11
  5. NCPD FCU Mobile app icon

    NCPD FCU Mobile

    NCPD Federal Credit Union

    Check balances, view transactions, transfer funds, pay

    Check account balances and view transaction history. Transfer funds between accounts. Pay bills directly. Locate surcharge-free ATMs. Manage financial activities remotely.

    ★ 4.9693 ratingsFinanceFreeData updated 2026-09-08
  6. Paytm Money: Stocks, MF, IPO app icon

    Paytm Money: Stocks, MF, IPO

    PayTM Mobile Solutions Private Limited

    Invest in IPOs, stocks, and mutual funds

    Invest in IPOs, equities, F&O, bonds, and mutual funds. View real-time market data and track portfolio performance. Set up recurring investments and manage multiple accounts. Place orders and monitor trade history.

    ★ 4.5579 ratingsFinanceFreeData updated 2026-09-14
  7. 5paisa: Demat, Stocks & IPO app icon

    5paisa: Demat, Stocks & IPO

    5paisa Capital Limited

    Trade stocks, track portfolios, manage investments

    Open Demat accounts with a paperless process in under 5 minutes. Place trades with flat brokerage rates. Track portfolio performance and set investment goals. Receive real-time market data and alerts. Manage transactions and view trade history.

    ★ 4.4386 ratingsFinanceFreeData updated 2026-09-11
  8. Black Hills Community Bank app icon

    Black Hills Community Bank

    Black Hills Community Bank NA

    Check balances, view transactions, transfer funds

    Check balances anytime, view pending transactions, create and manage fund transfers, and review transaction history. Access messages and monitor account activity remotely.

    ★ 4.6113 ratingsFinanceFreeData updated 2026-09-08
  9. Kotak Bank (New) app icon

    Kotak Bank (New)

    Kotak Mahindra Bank Ltd.

    Send money, track expenses, manage investments

    Manage finances with account overview, fund transfers, and investment tracking. View transaction history and set budget alerts. Access loan applications and customer support via in- chat.

    ★ 4.6226 ratingsFinanceFreeData updated 2026-09-06
  10. Community South Credit Union app icon

    Community South Credit Union

    Community South Credit Union

    Check balances, view history, transfer funds, message

    Check balances and view transaction history. Transfer funds between accounts. Send secure messages for support. Access account details and manage financial activities remotely.

    ★ 4.6611 ratingsFinanceFreeData updated 2026-09-08
  11. City State Bank Mobile Banking app icon

    City State Bank Mobile Banking

    City State Bank

    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.

    ★ 4.7254 ratingsFinanceFreeData updated 2026-09-09
  12. Stock Market Time Portal app icon

    Stock Market Time Portal

    Troutwood LLC

    Model savings and track investment growth

    Simulate savings and investment scenarios starting from birth or career start. Adjust daily contributions to see growth over . Track career milestones and historical financial events.

    ★ 4.969 ratingsFinanceFreeData updated 2026-09-24
  13. Musaffa: Halal Investing app icon

    Musaffa: Halal Investing

    Musaffa, LLC

    Invest in Sharia-compliant assets

    Check stock status instantly. Calculate purification amounts for investments. Manage portfolios with AI-driven insights. Set investment goals aligned with Islamic principles. Track performance and receive compliance alerts.

    ★ 4.8270 ratingsFinanceFreeData updated 2026-09-06
  14. CIBC Mobile Wealth app icon

    CIBC Mobile Wealth

    Canadian Imperial Bank of Commerce

    Monitor investments and trade on the go.

    The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.

    ★ 3.9138 ratingsFinanceFreeData updated 2026-09-20
  15. Carroll Bank & Trust Mobile app icon

    Carroll Bank & Trust Mobile

    Carroll Bank & Trust

    View balances, track transactions, transfer funds, pay

    View account balances and recent transactions. Transfer funds between accounts. Pay bills remotely. Locate branch locations and ATMs. Set up account alerts and manage security settings.

    ★ 4.9598 ratingsFinanceFreeData updated 2026-09-08
  16. Citizens Bank & Trust Co. Mob. app icon

    Citizens Bank & Trust Co. Mob.

    Citizens Bank & Trust Company of Ardmore

    View balances, track transactions, pay bills, transfer

    Monitor account balances and transaction history. Pay bills and transfer money between accounts. Find nearby branch locations or ATMs. Contact customer service representatives. Set customized alerts.

    ★ 4.8453 ratingsFinanceFreeData updated 2026-09-08
  17. Makmur - Reksadana & Saham app icon

    Makmur - Reksadana & Saham

    PT Inovasi Finansial Teknologi

    Invest in funds and manage your portfolio

    Invest in mutual funds with real-time market data and portfolio tracking. Set investment goals and receive personalized recommendations. Monitor performance, adjust allocations, and access educational resources to improve financial literacy.

    ★ 4.98 ratingsFinanceFreeData updated 2026-10-04
  18. Members 1st of NJ FCU app icon

    Members 1st of NJ FCU

    Members 1st of NJ Federal Credit Union

    View balances, track transactions, transfer funds, pay

    View real-time account balances and transaction history. Verify transactions, transfer funds between accounts, and pay bills. Send and receive money via PopMoney. Make loan payments and deposit checks by photo. Find ATM and branch locations.

    ★ 4.8533 ratingsFinanceFreeData updated 2026-09-12

How we rank alternatives

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