Primerica Client Portals

MyPrimerica

MyPrimerica allows you to access and make changes to your Primerica life insurance policy quickly and easily. You can also view account balances for all your investment accounts and access financial tools that help you build a solid financial house and achieve your financial goals.

Sign In

If not Registered, please follow the steps below:

1. Click Not registered? Register Now.
2. Select your location, United States or Canada
3. Fill in your personal information, then click Continue
    Your chosen email will be your User ID
4. Create a password

Website: shareholder.primerica.com
Customer Service: (800) 544-5445

 

LIFETIME™ INVESTMENT PROGRAM

Primerica Advisors Lifetime™ Investment Program makes it simple for you to monitor, manage and make changes to your account.

Sign In

If not Enrolled, please follow the steps below:

If you've opened a New Account (starting with LFP):
1. Click Not Enrolled? Get Started, then Start.
2. Review the "Identity Verification Agreement."
3. Check "I agree" and click Continue.
4. Fill out the "User Information" page and verify your identity.
5. Create a username and password.

If you have a Converted Account (starting with LTP) but have never signed into Lifetime:

1. Click Login.
2. Enter your existing Username.
3. Enter your temporary password.
Your temporary password is the first two letters of your last name (all caps) and your 6-digit DOB.

Website: mylifetimeaccount.com
Customer Service: (833) 786-0550

529 Plans

Access your 529 accounts to view balance, transcripts and statements, and to complete transactions. You can also access and download tax forms and other important documents.

Sign In

AMERICAN FUNDS - COLLEGEAMERICA 529 SAVINGS PLAN - VIRGINIA
Website: www.capitalgroup.com/individual/accounts/login.htm
Customer Service: (800) 421-4225

Corebridge Financial:
Website: accounts.fidelity.com
Customer Service: (877) 208-0098

INVESCO - COLLEGEBOUND 529 PLAN - RHODE ISLAND
Website: collegebound529.com
Customer Service: (877) 615 -4116

NUVEEN - SCHOLARS CHOICE 529 PLAN - COLORADO
Website: scholarschoice529.com
Customer Service: (888) 572-4652

FRANKLIN TEMPLETON 529 COLLEGE SAVINGS PLAN - NEW JERSEY
Website: franklintempleton529.com
Customer Service: (866) 362-1597

J.P. MORGAN ASSET MANAGEMENT NY'S 529 ADVISOR GUIDED
COLLEGE SAVINGS PLAN - NEW YORK
Website: ny529advisor.org
Customer Service: (800) 774-2108

 

PRIMERICA SHAREHOLDER ACCOUNT MANAGER

The Shareholder Account Manager (SAM) makes it easy to access your mutual fund accounts on line, view and complete transactions and access forms

Sign In

1. Select "Register New User ID."
2. Review the "PSS Shareholder Account Manager Terms of Use."
3. Check "I have read and understood the agreement" and click Accept.
4. Fill in your personal information then hit Continue.
5. Review the information then click Continue.
6. Confirm your identity then hit Continue.
7. Create a username and password (it can be the same username and password, if you previously had an account).

Website: shareholder.primerica.com
Customer Service: (800) 544-5445