What services
are available to clients using the Shareholder Account Manager on www.shareholder.primerica.com?
- Your Investment
Portfolio: View your investment portfolio, account holdings
and activity online.
- Financial
Transactions: Eligible accounts may buy, exchange or
sell shares online. Certain account registrations such as a Corporation,
Sole Proprietorship, Trust or Fiduciary are not eligible online
transactions. You may confirm eligibility with one of our Client
Service Representatives at (800) 544-5445. Client Service Representatives
are available to serve you Monday through Friday 8:00 AM until
8:00 PM Eastern time.
- Account
Options: View account options such as Dividend / Capital Gain,
Pre-Authorized Check Plan, and Systematic withdrawal plan online.
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How do I enroll
to view my accounts?
When accessing the Shareholder Account Manager for the first time, existing shareholders will need to define a User ID and Password. This may be accomplished by following the below steps.
If you have established a new account, you should have received your Temporary PIN in the mail in a separate mailing. If you lost or never received your Temporary Pin in the mail, please call 1-800-544-5445 for assistance. You will be provided a Temporary PIN.
| Step 1 |
At the Home Page, Click on “First Time User” |
| Step 2 |
Click on “Begin New Registration”
|
| Step 3 |
Enter your Account Number, Tax ID Number, Zip Code, and Temporary PIN. Then Click “Next”
|
| Step 4 |
Click “Begin Security Upgrade”
|
| Step 5 |
Define you Security Question and Answer. Then Click “Next”
|
| Step 6 |
Define and confirm your password following the “Password Tips”. Then Click “Next”
|
| Step 7 |
Define and confirm your User ID following the “User ID Tips”. Then Click “Next”
|
| Step 8 |
Click on “Log On to Shareholder Account Manager”
|
| Step 9 |
Log on using the User ID and Password you established in the above steps
|
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My information
was not accepted by the online enrollment form. What should I do?
- Online enrollment
is based on information associated with your Primerica Shareholder
Services account.
- If you need
assistance, please contact one of our Client Service Representatives
at (800) 544-5445. Client Service Representatives are available
to serve you Monday through Friday 8:00 AM until 8:00 PM Eastern
time.
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Is there a fee
for enrolling on this site?
- Access is
FREE! There is no fee for enrolling your account for online services.
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How do I apply
for online trading?
- Eligible
accounts may buy, exchange or sell shares online. Certain
account registrations such as a Corporation, Sole Proprietorship,
Trust or Fiduciary are not eligible for online trading.
-
Eligible account owners may activate online trading by contacting Primerica Shareholder
Services Investor Information Line at (800) 544-5445. Friendly Client Service Associates
are available to serve you Monday through Friday 8:00 am until 8:00 pm Eastern time.
- Written requests
for activation may be sent to:
Primerica Shareholder Services
P.O. Box 9662
Providence, RI 02940-9662
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Can I maintain my account online?
Yes. You may:
- Update your address and/or telephone number
- Update your investment objective
- Update telephone transaction options (enable or disable)
- Change dividend and capital gains elections (Not allowed on some account types)
- Change your bank drafts (amount, date, or stop the draft)
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How do I
change my Password?
- Remember,
you are responsible for the confidentiality and security of your
user name and password. It is always a good practice to
periodically change your Password.
- Once you
have successfully logged into the Shareholder Account Manager,
you may change your Password.
|
Logon
|
Current User ID and Password
|
Use you current User ID and Password & Select “Change Password”
|
|
Step 1
|
Current Password
|
Enter your current Password
|
|
Step 2
|
New Password
|
Enter a New Password following the criteria in "Password Tips" listed below on the screen.
|
|
Step 3
|
Confirm Password
|
Re-enter your new Password for confirmation. The Password entered in steps 2 and 3 must match to establish your Password
|
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I have forgotten
my Password. How do I reset?
- Shareholders
may reset their Login online. Click on "Forgot your User
ID or Password?" and follow the step by
step instructions.
- You will
be prompted for personal account information and your predetermined
security question.
|
Step 1
|
At Login Screen
|
Select "Forgot your User ID or Password"
|
|
Step 2
|
Recover User Account
|
Select "Begin Account Recovery"
|
|
Step 3
|
Provide Information
|
Enter your Account Number, Tax ID Number, and Zip Code. Then Click "Next"
|
|
Step 4
|
Define Security Answer
|
Enter your "Security Question" and "Security Answer". Then Click "Next".
|
|
Step 5
|
Define New Password
|
Define and confirm your new password following the "Password Tips". Then Click "Next"
|
|
Step 6
|
Define User ID
|
Define and confirm your User ID following the "User ID Tips". Then Click "Next"
|
|
Step 7
|
Logon
|
Log on using the User ID and Password you established in the above steps
|
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Is my information
secure?
- The privacy
and security of your financial information is important to us.
We have implemented procedures to help protect your data. One
step is that we require that you use a SSL (Secure Socket Layer)
128-bit encryption, enabled web browser in order to obtain access
to your account.
- Remember,
you are responsible for the confidentiality and security of your
user name and password.
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