portfolio.primerica.comPrimerica Shareholder Services

Opens in a new window Opens an external site Opens an external site in a new window U.S. Shareholders Only Primerica Shareholder Account ManagerWhy Invest? PFS Investments U.S. Fund Information Retirement Account Contribution Limits and Custodian Fees Retail Quick Reference Guide User Reference Info Contact Primerica Transaction Confirmations Quarterly Statements Tax Documents Fund Pricing Additional Purchases Redemptions Exchanges Other Services and Disclosures Download the User Reference Guide Mutual Fund Disclosures Revenue Sharing Disclosures Select Group of Funds Investment Profile Questionnaire eForms Form CRS Contact BrokerCheck Welcome to Shareholder Account Manager (SAM) Welcome to the 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. Latest News: New Statement Overview Business Continuity 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. SAM 2.0 Sign In First Time User? New Self-Registration Instructions Forgot Your User ID or Password? SAM 1.0 Sign In Where do I enter my password? First Time User?Security Questions and Answers Forgot Your User ID or Password? Primerica Privacy Important Disclosures Terms & Conditions Careers HR Contact Fraud Alert Find a Rep shareholder.primerica.com Twitter Facebook Linkedin Youtube Instagram PFS Investments Inc. ("PFSI") has developed a Business Continuity Plan that addresses how we will respond to events that significantly disrupt our business. PFSI maintains off-site storage arrangements for critical data as well as an off-site back-up facility that is equipped to sustain critical operations. In case of a disruption affecting only PFSI’s Duluth, Georgia headquarters, we will transfer our operations to our off-site facility, if needed. In case of a disruption affecting our entire region, PFSI will work to recover and resume operations as soon as possible. In either situation, PFSI customers would be able to access their funds by contacting via telephone at (800) 544-5445; via the internet at www.shareholder.primerica.com, via mail to , Attention: 534485, 500 Ross Street, 154-0520, Pittsburgh, PA 15262; or through their local PFSI...