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Welcome to Shareholder Account Manager. PFS Investments Inc. clients can easily access their investment fund accounts online anytime, anywhere through Shareholder Account Manager (SAM). With SAM, you can: View your account balances; Complete transactions; View transaction history and important messages; Access forms
Primerica, for accounts held at Pershing, will delegate limited investment discretion and trading authority to a third-party registered investment adviser who will buy and sell securities in your Program Account consistent with the Models you have selected.