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.

My Security Benefit App

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

Quickly view a short clip on the My Security Benefit app
 

As mutual fund retirement account holders, your clients will be able to:

Calculate and estimate retirement income needs View account holdings and activity View investment performance, change investments Take simple classes and earn rewards along the way*

Calculate and estimate retirement income needs

View account holdings and activity

View investment performance, change investments

Take simple classes and earn rewards along the way*

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 new 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

  FAQs


Have more questions?

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

View FAQs


1https://money.usnews.com/investing/investing-101/slideshows/11-ways-top-financial-advisors-engage-their-clients?slide=7 

*Rewards are provided by a third party.

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).