Frequently Asked Questions

Financial Professionals

Who can be a delegate?

Financial professionals can designate office and administrative staff to have access to client information, sales materials, and other online services to support their practice.

Read More: Financial professionals can designate office and administrative staff to have access to client information, sales materials, and other online services to support their practice. The delegation function allows the chosen delegate to set up and access the website through their own, separate set of credentials. Financial professionals can add and remove delegates from accessing their book of business at any time, and they can add multiple delegates if they choose. Currently, financial professionals cannot designate access to another financial professional.

Website Support

Why can't I use my financial tracker to consolidate my financial information?

In the current digital environment, multi-factor authentication (MFA) has become a necessary and common practice among financial institutions who support online account access.

Read More: In the current digital environment, multi-factor authentication (MFA) has become a necessary and common practice among financial institutions who support online account access. In accordance with best practices, Security Benefit has also implemented MFA to maintain a high-level of online safety for your accounts. Because of the heightened security, MFA prevents financial data trackers from accessing your account. We suggest you contact your financial tracker software company to inquire how they recommend gathering account data from financial institutions who support MFA.