Securities Resources | Linktree

Directions for adjusting the dollar amount of a monthly PAC. 

Update Contribution to a Roth with a PAC

Deposit a Client's Rollover Check

Third Party Contribution Instructions for UTMA/UGMA Accounts

WIRING INSTRUCTIONS:

Bank Name:   BNY Mellon
Location:   New York
ABA:   011001234
Account Number:   735604
Account Name:   BNY Mellon Investment Savings (US) Inc., as agent for Primerica
For Further Credit:
Minor Name
Shareholder Account Number
Fund Allocation Instructions

MAILING INSTRUCTIONS:

Make check payable to: 
PFS Investments
Memo: 
Shareholder Account Number

Attach Letter of Instruction:
Minor Name
Shareholder Account Number
Fund Allocation Instructions
Signature of Shareholder or Contributor

Mail to:
Primerica Shareholder Services
P.O. Box 534485
Pittsburgh, PA 15253-4485egfv

Third-Party Contributions to UTMA/UGMA

Franklin Fund Recommendations - 2023

Convert to ROTH

ROTH IRA Basics

IRA Client Brochure

Asset Inventory and Goals

Basics of Investing

High Yield Savings Account Options: 

https://www.cit.com/cit-bank/platinum-savings

https://www.creditkarma.com/savings

https://www.one.app/

https://www.synchronybank.com/banking/high-yield-savings

https://www.secure.citizensaccess.com/Citizens/save

https://www.sofi.com/banking

High-Yield Savings Account Text

Account Rollover/Transfer Form

Change Registered Rep on Account

To access your investment account go to https://primerica.impress-net.com and follow the instructions to set up the online profile.
https://shareholder.primerica.com/

Help Client Access Their Investment Accounts

Update Client Banking Info

Mr. and Mrs. Client, I have an important question to ask you. I'm asking you today to never draw a line in the sand, to NEVER, EVER go another month without investing and saving for your future. 

What is the most that you can afford on a monthly basis? Now, before you answer - I have never, ever seen a 65 year old walking around angry because they decided to invest in their retirement and have money to enjoy in their golden years. Have you? Of course not... but I have seen a lot of 65-year-olds walking around angry because they did not have enough money to enjoy retirement.

So again, what is the most that you can afford to invest on a monthly basis?

Talk Track

Once you have access, let me know and I can show you around! 

Please email these people FROM your PRIMERICA Email address. 

SecuritiesOnlineAccess@primerica.com;
securitiesexamprep@primerica.com;
Asia.Thompson@primerica.com;
(Me) eey2l05@primerica.com

Email subject needs to be “your Rep ID and last name, Securities access and SIE book” for example - HQH3U King Securities access and SIE Book


My name is _______. I am newly licensed with Primerica and I would like to begin studying for my Securities.

May I please have access to the curriculum?

My address for a book is _____. 

My Rep ID is _____ .

Thank you,

Request Curriculum Access

Getting Licensed

Go to:
Primerica App 
Click on the 3 lines
Tools
Payment center
ISP fees
Pick the state
Add
Pay (it will take a few days to process through FINRA)

Obtain Non-Resident Licenses

The Three D's of Investing - Franklin Templeton

Investment Fee Explanation

Investment Review Meeting

Licensed to Build Course

Go to licensedtobuild.info/sie and click on register for class. Below the video will be an option for the free weekend class! You'll get two weeks free in her curriculum, and if you want to keep it, it is only $20/month. Tammy Dufrene is the instructor's name. She is fabulous!

Licensed to Build - Tammy Dufrene Courses

Additional Resources

Go to your license manager and find your security CRD #(0007831932) - you will need this to schedule, but take the 0's out (use 7831932). 

Go to prometric.com/test-takers/search/1finra to schedule

For the 6 and 26 your "window" will have to be opened.  

To open your window Go to POL, contact us (in blue at the top by mail), and find the correct department to email (usually PFS Investments). 

Schedule Your Exams

Investment Contribution Form for Rollover Checks

How to...

Securities Resources

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