My Security Benefit app

My Security Benefit app

As a plan sponsor, can I see my plan participant information using the mobile app?

If you have a personal mutual fund retirement account with Security Benefit (such as a 401(k) or IRA), you will have access to the view your account information on the mobile app.

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If you have a personal mutual fund retirement account with Security Benefit (such as a 401(k) or IRA), you will have access to the view your account information on the mobile app. However, if you need to view  plan participant information, please continue to sign in here.

My Security Benefit app

Can I create an account on the My Security Benefit app?

Individuals who have a retirement account with Security Benefit must create an account on SecurityBenefit.com prior to accessing the My Security Benefit app.

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Individuals who have a retirement account with Security Benefit must create an account on SecurityBenefit.com prior to accessing the My Security Benefit app.

To create an account, click “Register Your Account Online”,  follow the prompts to create a profile, set up your security questions and two-factor authentication. Usernames must have at least eight characters (no special characters), and passwords must contain eight characters including at least one number, one lowercase letter, one uppercase letter, and doesn't contain your username.

Once you've established your account, you will use the same username and password to access the My Security Benefit app.

My Security Benefit app

What information will I see in Account Activity in the My Security Benefit app?

This activity summary summarizes the key activities for your mutual fund account(s) included for a specified time. Here is a definition for each of the items in your activity summary:

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This activity summary summarizes the key activities for your mutual fund account(s) included for a specified time. Here is a definition for each of the items in your activity summary:

  1. Beginning Balance —the beginning balance is the total dollar value of all your mutual fund accounts included in the summary for the beginning date chosen.
  2. Contributions — any contributions made to your account will be reflected here.  Dividend income or market fluctuations are not reflected here.
  3. Distributions and Loans — any distributions or loans requested by you from your account will be reflected here.  Any applicable redemption or short term trader fees are also included in the amount reflected here.  
  4. Loan Repayments — any repayments you make for an outstanding loan are reflected here.
  5. Fees & Expenses — any fees debited from your account for services provided by your financial professional, or Security Benefit are reflected here.
  6. Gain/Loss — this is any increase or decrease in the value of your accounts over the period selected caused by the changes in the mutual funds' beginning and ending share prices (net asset values). 
  7. Ending Balance — ending balance is the total dollar value of all accounts included for the ending date chosen.
My Security Benefit app

How do I access the Security Benefit App?

iOS: Visit Apple's App Store and search for My Security Benefit. Then download the free app to your Apple device.

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iOS: Visit Apple's App Store and search for My Security Benefit. Then download the free app to your Apple device.

Android: Visit the Google Play Store and search for My Security Benefit. Then download the free app to your Android device.

My Security Benefit app

How much does the App cost?

There are no fees to download, use or access the Security Benefit app. Please check with your wireless provider about carrier and web access charges.

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There are no fees to download, use or access the Security Benefit app. Please check with your wireless provider about carrier and web access charges.

My Security Benefit app

Do I need a username and password for the My Security Benefit app?

Yes. Sign in to our mobile app using the same username and password you use to sign in to SecurityBenefit.com.

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Yes. Sign in to our mobile app using the same username and password you use to sign in to SecurityBenefit.com.

My Security Benefit app

Where do I go to set up an account?

You need to set up your account on SecurityBenefit.com prior to accessing the My Security Benefit app. After that, you'll use that Username and Password to access your information with the My Security Benefit app.

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You need to set up your account on SecurityBenefit.com prior to accessing the My Security Benefit app. After that, you'll use that Username and Password to access your information with the My Security Benefit app.

My Security Benefit app

What if I forget my My Security Benefit username and password?

If you have forgotten your username or password please click on the "Forgot Username" or "Forgot Password" links on the login screen of the My Security Benefit app, or you can restore access through the SecurityBenefit.com website.

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If you have forgotten your username or password please click on the "Forgot Username" or "Forgot Password" links on the login screen of the My Security Benefit app, or you can restore access through the SecurityBenefit.com website.

My Security Benefit app

Can I view my statements on the My Security Benefit app?

No. Statements will only be available through mail or when you sign in to SecurityBenefit.com.

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No. Statements will only be available through mail or when you sign in to SecurityBenefit.com.

My Security Benefit app

What can I do when using the My Security Benefit app?

Use the retirement calculator

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Use the retirement calculator

  • Shows a hypothetical account balance and potential income at retirement based on certain assumptions
  • A retirement score and tips on how you might increase your score

Financial, health, and mindset wellness

  • A holistic approach to help you live a better life
  • Earn points and get rewarded with gift cards from some of your favorite places as you set out on  your journey to holistic wellness (rewards provided by a third party)

Check your account balance and recent account activity

Make changes to your investments

View your beneficiaries

Sign up for e-delivery to receive your quarterly account statements, fund documents, transaction confirmations, and tax forms