How to Create a Primerica Online Account

Primerica offers its clients the ability to create an online account to manage their finances and access important information about their investments. If you have any questions or need assistance with creating your online account, please do not hesitate to contact Primerica's Shareholder Services via telephone at (800) 544-5445, via the internet, or through mail.

To get started, simply follow these steps: first, log in to your online account and click on the 'Account Profile' tab. Then, select 'User Profile' and enter an email address and confirm it. If you have not previously added this information to your account, please take this opportunity to add it now.

In addition to creating an online account, it is also important to periodically change your Internet Password and/or PSS Personal Identification Number (PIN) to ensure the confidentiality and security of your user ID and password. You are responsible for keeping this information confidential and secure.

If you experience any problems logging in or have questions about your online account, please call one of Primerica's Client Service Representatives for assistance. They will be happy to help you resolve any issues or answer any questions you may have.

It is also important to note that there is no change to the investment objectives, strategies, or management of your funds as a result of creating an online account. Your privileges and fund features remain unchanged, and this is not a taxable event.

In fact, Primerica has recently made some changes to its online services. Effective April 26, 2024, your Franklin Mutual Financial Services Fund, TFSIX position will be merging with Franklin Mutual Global Discovery Fund, TEDIX. This change does not require any action on your part, and you can continue to manage your funds through your online account as usual.

Finally, please be aware that there is a maximum purchase amount of $250,000.00 per Account via ACH (Automated Clearing House) transactions. If you are looking to invest more than this amount, you will need to use alternative methods such as checks or wires.

By creating an online account with Primerica, you can take control of your finances and stay up-to-date on the latest information about your investments. Remember to verify that your online account has your current contact information (phone number, email address) and date of birth to ensure that you receive important updates and communications from Primerica.

Create primerica online account