Primerica Advisors のアプリ分析 4月21日

Easy, secure client access to your Primerica Advisors managed account The Primerica Advisors app is exclusively designed for clients who own Primerica Advisors Lifetime Investment Program managed accounts. With the Primerica Advisors app, accessing your account information and reviewing your portfolio have never been more convenient and efficient. With this app, clients can: • Access their accounts anytime, anywhere on a mobile device. • Seamlessly log in to their Lifetime Investment Program managed accounts and stay connected on the go. • Get a comprehensive view of their account holdings, performance, asset allocation, and transaction history. • Conveniently access important documents and account statements. • Securely and easily navigate their financial data. Please note that this app is exclusively available for Primerica Advisors Lifetime Investment Program clients. To use the app, you must be a registered client of Pershing (BNY).