Financial Professionals
Delegates will receive an email from Security Benefit (email will be sent from [email protected]) with instructions on completing the registration process.
Note: the delegate email link will expire within 7 days after it’s sent. Delegates cannot register for access without first being invited by a financial professional.
Delegates will complete the process by:
- Reviewing the instructions in the email from Security Benefit
- Clicking the Register for Access link in the email
- Completing the online registration form
- Setting up a username, password, and multi-factor authentication method (text message or phone call)
- Completing the online verification process through ID.me