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
Check balances, review transactions, transfer funds
Check account balances and review recent transactions. Transfer funds between accounts. Access secure financial information anytime, anywhere. Requires enrollment in Virtual Branch for full functionality.
Open investment account with simple, secure steps. Explore mutual funds based on financial needs. Track investments, view gain-loss reports, tax reports, and portfolio insights all in one place.
Deposit funds, check balances, transfer money, view
Check account balances anytime, view transaction history, and track pending transactions. Make deposits, transfer funds, and manage transfers. Send and receive secure messages. View transaction details and approve or cancel transfers.
Check balances and view transactions 24/7. Transfer funds between accounts. Review pending transactions and transaction history. Send and receive secure messages. Access branch hours and locations.
Analyze stock and crypto prices in real time. Receive personalized investment strategies. Set price alerts and track portfolio performance. View market trends and compare assets. Manage multiple accounts and adjust risk settings.
Track portfolio performance with real-time updates and historical data. View fund details, including returns and risk ratings. Place mutual fund investments, set recurring contributions, and manage existing holdings.
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
Invest in by purchasing shares in rental properties. Manage a diversified portfolio with auto-investments. Track cash flow and view property performance metrics. Set up recurring investments and monitor account growth.
In stocks, mutual funds, and gold with same-day account opening. Deposit funds via Instapay, bank transfers, or Vodafone Cash. Set savings goals and track portfolio performance. Withdraw or transfer funds anytime.
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
Check balances and view pending transactions. Create, approve, cancel, or view fund transfers. Review transaction history. Send and receive secure messages. Access branch hours and location details.
Create custom financial plans tailored to individual needs. Schedule consultations with certified financial planners. Receive unbiased advice for different life stages. Set financial goals and track progress over time.
Track market investments and stay updated with real-time data. Explore stocks, ETFs, SGBs, SIPs, and mutual funds. Use chart-based trading, predefined strategies, and intuitive scanners. Set investment goals and monitor performance.
Monitor investment portfolios with real-time market updates and news. View performance charts and historical data. Set custom alerts for price changes and market events. Manage mutual fund and retirement plan accounts.
Track stock prices and market trends in real time. Analyze investment opportunities with news and expert insights. Manage portfolios with customizable watchlists and performance charts.