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).

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

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

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 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

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