Welcome to the Primerica Shareholder Services Shareholder Account Manager (SAM) website. Here, you can access your account, obtain tax forms, view prospectuses and perform other account management activities. PFS Investments Inc. (PFSI) clients with American Century, Amundi US, Invesco, Franklin Templeton, Fidelity and Nuveen funds may check their portfolio here.
Information regarding portfolios at other fund companies may be found on those companies' websites.
We are migrating to an upgraded version of our Shareholder Account Manager website (SAM 2.0) with additional features to better serve you and your investments, and benefit your relationship with your PFSI Representative. We are confident you'll see the value of the new site once you familiarize yourself with it.