Individuals who have a retirement account with Security Benefit must create an account on SecurityBenefit.com prior to accessing the My Security Benefit app.
Frequently Asked Questions
Only mutual fund accounts such as IRAs, 403(b), 401(k), 457, SIMPLE IRAs, SEP IRAs, and workplace retirement plans can be viewed. Please note that annuity contract information is not viewable on our mobile app.
Generally, our system is updated to reflect new account information each business day by 11:00 p.m. (Eastern time). Your account balance will reflect this updated information.