Shareholder Account Manager Q&A (2024)

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.

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

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.

Is there a fee for enrolling on this site?

Access is FREE! There is no fee for enrolling your account for online services.

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

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)

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

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

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.