Client Resources

To set up your online account for the first time, you can follow these simple steps:

Download the Guide: Click the "Access Accounts" button on this page to download a PDF guide with all the necessary website links and app information for your specific account type.

Watch the Tutorial: Review the "Video Walk Through" located next to the access button for a step-by-step visual demonstration of the process.

Register Your Account: Visit the website or download the app corresponding to your account (e.g., MyPrimerica, Primerica Shareholder Services, or Primerica Advisors) and select the option to register as a first-time user.

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Have Your Details Ready: You will need certain account information, such as your policy number or account number, to complete the registration.

You can locate your account or policy number through any of the following methods:

Check Your Paperwork: Your account or policy number is listed on your most recent account transcripts, statements, or your physical insurance policy documents.

Tax Documents: If you have received tax forms from a previous year, your account number will be listed on those documents as well.

Welcome Correspondence: If you are a new client, refer to the welcome letter or enrollment confirmation sent to you via mail or email.

Contact Your Advisor: If you cannot find your documents, you can reach out to our office directly, and we can provide that information to you.

Customer Service: You may also call the specific service line for your account type:

-Primerica Life/MyPrimerica: (800) 257-4725

-Mutual Funds (Shareholder Services): (800) 544-5445

-Managed Accounts (Advisors): (833) 786-0550

-Annuities: Refer to the specific carrier (Brighthouse, Corebridge, Equitable, or Lincoln) listed in your "Access Accounts" guide.

Adjusting your contributions is a straightforward process, but the method depends on the type of account you have:

For Mutual Funds: You can complete transactions, including contribution changes, by logging into the Primerica Shareholder Services website at shareholder.primerica.com or using their mobile app.

For Managed Accounts: If you have a managed investment through Primerica Advisors, you can manage your transactions and account balances at primerica.netxinvestor.com or via the dedicated app.

For 529 Plans: To update contributions for a 529 plan, visit the specific provider's login page. A full list of these providers and their respective login links can be found at primerica.com/public/primerica-529-plans.html.

For Personal Assistance: If you prefer to have us handle the update for you, feel free to reach out to our office directly. We can help you determine the new amount that best fits your current financial goals.

Yes, tax documents are typically generated annually for your investment accounts, provided there was reportable activity (such as dividends, interest, or sales) during the year. Here is how you can access them:

Mutual Funds: You can view and download your tax forms through the Primerica Shareholder Services website at shareholder.primerica.com or via their mobile app.

Managed Accounts: For accounts held through Primerica Advisors, tax documents are available at primerica.netxinvestor.com or the Primerica Advisors app.

Annuities: You can view your annuity tax forms by registering directly with your specific annuity company (e.g., Brighthouse, Corebridge, Equitable, or Lincoln Financial).

529 Plans: Tax forms for 529 accounts can be found by logging into your specific provider's portal.

MyPrimerica Note: Please keep in mind that the general MyPrimerica portal (myprimerica.com) allows you to view balances but does not provide access to tax forms or fund information.

Yes, you can absolutely make additional contributions to your investment accounts at any time to stay on track with your financial goals. Here is how you can do so based on your account type:

Mutual Funds: You can complete additional transactions by logging into Primerica Shareholder Services at shareholder.primerica.com or by using their mobile app.

Managed Accounts: For accounts under Primerica Advisors, you can make contributions and view account balances through primerica.netxinvestor.com or the dedicated app.

529 Plans: Additional contributions can be made by accessing your specific 529 account portal. A full list of providers and their login pages is available at primerica.com/public/primerica-529-plans.html.

Important Note: While the MyPrimerica website and app allow you to view your overall investment balances, they do not provide the functionality to complete fund transactions or access specific fund information.

If you are having trouble accessing your account, follow these steps based on the platform you are using:

Reset via Website: Most login pages, including MyPrimerica, Primerica Shareholder Services, and Primerica Advisors, have a "Forgot Password" or "Forgot User ID" link on the sign-in screen to help you recover your credentials.

Annuity Accounts: If you are locked out of an annuity portal, you will need to use the specific recovery tools on the website of your provider, such as Brighthouse, Corebridge, Equitable, or Lincoln Financial.

Reach Out to Us: If you aren't sure which service to call or continue to have issues, please contact our office directly, and we can help point you in the right direction.

Contact Customer Service: If you are unable to reset your access online, you can call the dedicated support line for your specific account type:

MyPrimerica: (800) 257-4725

Mutual Funds (Shareholder Services): (800) 544-5445

Managed Accounts (Primerica Advisors): (833) 786-0550

Annuities: Call the customer service number for your specific carrier provided in the "Access Accounts" guide.