How do I access my Primerica Roth IRA account?

You may also access your accounts via the automated Primerica Shareholder Services Investor Line by dialing (800) 544-5445. If you experience any problems logging in, please call one of our Client Service Representatives at (800) 544-5445.

Does Primerica have Roth IRA?

Primerica Fees The annual fee for having an account with Primerica is $50 billed in December for owning a ROTH IRA with them. A fee is paid every time a fund is purchased or sold with Primerica. This is how they maintain their business model and pay their sellers who are getting customers in under them.

Can I withdraw from my Primerica Roth IRA?

Information on the fees and expenses of our IRA products are available from your representative and on the web at www. primerica.com. Availability of Penalty-Free Withdrawals. Penalty-free withdrawals from IRAs are not available until age 59½, unless you qualify for an IRS approved exception.

How do I add money to my Primerica account?

You may mail in additional investments** to your account at any time using the following methods: Submitting an investment check with the NASDAQ symbol and 9-digit account number written on the check. Submitting an investment check with a completed Invest-By-Mail form for the desired fund account.

How much does it cost to open a Primerica IRA?

The fee schedule given is listed below. Primerica Retirement Plan Account Fees – For IRA accounts, there is a custodian fee of up to $50 per year that is deducted from your account and paid as compensation to PFS Investments Inc., for the services it provides as the IRS approved non-bank custodian.

Where can I find Primerica Shareholder Services web site?

Welcome to the Primerica Shareholder Services Shareholder Account Manager web site. Here, you can access your account, obtain tax forms, view prospectuses and perform other account management activities. You may also access your accounts via the automated Primerica Shareholder Services Investor Line by dialing (800) 544-5445.

What are the pros of a Primerica Roth IRA?

Primerica Financial Services ROTH IRA Primerica is a U.S. based company whose primary objective is to sell insurance and financial services to its customers. Some pros of Primerica are: Simple to use and user-friendly interface; Requires minimal attention; Allows using fact sheets that helps identify how certain funds are performing

What do you need to know about Primerica?

A user can get help on everything from investments, account profile, placing and scheduling trades, investment information, and customer service is also listed on the bottom in case a customer cannot find the information they are looking for online. Primerica usually recruits people to sell their services for them.

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