My Security Benefit App

Engage your Clients and Save Time with the My Security Benefit App

With the My Security Benefit mobile app, your clients can have 24-7 access to account information. Easy account access can help keep your clients engaged. Some of the top financial advisors understand the importance of client engagement and have stated that utilizing technology such as a mobile app is one of the ways to keep your clients focused on their goals.1

Easy account access can also save you time and reduce the number of phone calls for basic information, such as account performance, investment holdings and beneficiary information.

Note: My Security Benefit App is designed for use with our mutual fund employer sponsored retirement accounts and IRA mutual fund accounts (not for annuity contracts).

My Security Benefit App

Your clients now have access to the My Security Benefit app, available on the App Store and Google Play.


With the Security Benefit app, you'll be able to:

Calculate and estimate retirement income needs
View account holdings and activity
View investment performance, change investments
Calculate and estimate  
retirement income needs
View account holdings 
and activity
View investment  
performance, change investments

Additionally, we’ve compiled a few assets in order to help you communicate with your clients about this exciting new app:

Client Email

Client Email

Use our pre-scripted email copy to send to your Security Benefit mutual fund clients informing them of the features and benefits of the My Security Benefit mobile app.

Download Email Copy

 Social Posts

Social Posts

Download our mobile app-focused social post images and content -  optimized for Facebook, Instagram, and LinkedIn.

Access to Social Posts


Have more questions?

View our FAQs webpage for frequently asked questions on our mobile app.  

View FAQs


To access app and content features you must have a Security Benefit retirement plan account. Security Financial Resources, Inc. serves as the record keeper for such accounts, and is a subsidiary of Security Benefit Corporation (Security Benefit). 

SB-10004-16 | 2023/10/06