How does a delegate register for access?
Delegates will receive an email from Security Benefit (email will be sent from do-not-reply@securitybenefit.com) 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