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Level 2
August 2, 2025
Question

Year end statement import from Primerica Shareholder Services

  • August 2, 2025
  • 2 replies
  • 0 views

When I try to import my year end statement, everything looks good, Primerica Shareholder Services is on the import list. It then asks for a nine digit account number. Problem is that my account number is three letters, followed by six digits. It fails with "The login you entered is invalid". Any tricks to get past this? Since they use Pershing, I also tried selecting that without success.

    2 replies

    Level 15
    August 3, 2025

    @W0X0F look on one of your monthly statements.  Are you sure it's not a 9 digit number? 

     

    according to the Primerica user's guide, the account number is a 9 digit number.  

    W0X0FAuthor
    Level 2
    August 3, 2025

    Just verified again. Account number is listed as 3 letters hyphen 6 digits i.e.: XXX-123456

    VolvoGirl
    Level 15
    August 3, 2025

    A nine digit number would be for the company EIN, not your account number.  Look for an EIN for Primerica.

    VolvoGirl
    Level 15
    August 3, 2025