Comparison

My Security Benefit vs AdviceWorks®

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

My Security Benefit

Manage your retirement accounts and access planning tools. Estimate retirement income, view account balances, and adjust your investment mix. Track your progress with a personalized real-time score to optimize your retirement plan.

Highlights
  • Retirement income estimation
  • Account balance and performance viewing
  • Investment mix adjustment
  • Real-time personal retirement score
  • Retirement plan optimization
Read full description

With the My Security Benefit app, you will be able to quickly and conveniently manage your existing Security Benefit mutual fund retirement accounts—providing easy anytime access to a full suite of retirement planning tools! Use the My Security Benefit app to: • Calculate and estimate your retirement income needs • View account balance, year-to-date contributions, and rates of return • Change your investment mix, and view investment performance • Determine your own personal "score" in real-time so you can create, adjust, and optimize your retirement plan actively and accurately. 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). If you encounter an error or have a feature request, let us help you one-on-one. Please contact us directly at 800.747.3942. Disclosure: This is not an offer to purchase a security. All brokerage services are provided by your local independent financial representative. Services are offered through Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit). Security Benefit is not affiliated with your brokerage firm or its representatives.

About

AdviceWorks®

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Highlights
  • Comprehensive account overview dashboard
  • Net worth tracking with linked accounts
  • Secure document vault for statements and reports
  • Face ID/Touch ID login for enhanced security
  • Direct communication and document sharing with advisor
Read full description

Manage and view your full financial picture with the AdviceWorks app, available for clients with Cetera accounts. Experience seamless and intuitive control of your finances wherever you go! Our mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for greater collaboration. Contact your financial professional for access if you don’t already have a username and password. Unlock a suite of essential features: • Stay informed with a dashboard offering a comprehensive overview of your accounts and investment performance • Gain insight into your total net worth, including any linked accounts from other financial institutions, home valuation, and other non-liquid assets • Effortlessly manage financial documents, including account statements, confirms, and advisory reports • Access a secure personal document vault to store digital copies of everything from past tax returns to cherished family photos • Rest easy knowing your information is safeguarded by industry-leading security and encryption measures, including login with Face ID or Touch ID • Foster easy communication with your financial professional through accessible contact details and document sharing capabilities Cetera Financial Group® refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Screenshots

My Security Benefit4 screens
AdviceWorks®4 screens

Verdict

The call

The clearest difference is ads: AdviceWorks® at none against My Security Benefit's shown. AdviceWorks® also leads on monetization model (free vs free with in-app purchases). My Security Benefit's advantage is rating (4.1 vs 3.7) and review sentiment (31% vs 16%). On price, ratings volume, update cadence and in-app purchases there is nothing between them.

Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

ReceptionRating · Positive reviews · Number of ratings

My Security Benefit holds the better App Store score, 4.1 against 3.7. Both are backed by a comparable volume of ratings — 55 and 139 respectively. Written reviews point the same way: 31% of My Security Benefit's written reviews are positive against 16% of AdviceWorks®'s.

UpkeepUpdate frequency

My Security Benefit ships an update every 5 weeks, AdviceWorks® monthly. The most recent releases landed on October 13, 2026 and October 12, 2026 respectively.

Scorecard5 real differences · 5 level
My Security Benefit versus AdviceWorks®: the parameters behind the verdict, then further details
ParameterMy Security BenefitAdviceWorks®
PriceFreeFree
Rating4.1 (55 ratings) — better3.7 (139 ratings)
Positive reviews31.3% of reviews — better16.1% of reviews
Number of ratings55139 — better
Update frequencyEvery 5 weeksMonthly — better
AdsYesNo — better
In-app purchasesNoNo
MonetizationFree with in-app purchasesFree — better
DevicesiPhone, iPad, iPod — betteriPhone, iPad
Requires iOS12.0 — better16.4
Further details — not scored
Size173 MB46 MB
Age rating4+4+
DeveloperSecurity Benefit CorporationCetera Financial Group®, Inc.

Customer experience

My Security Benefit

All ratings44 ratings
Positive81.8%
Neutral2.3%
Negative15.9%
Written reviews16 reviews
Positive31.3%
Neutral6.3%
Negative62.5%

AdviceWorks®

All ratings139 ratings
Positive64.0%
Neutral8.6%
Negative27.3%
Written reviews31 reviews
Positive16.1%
Neutral16.1%
Negative67.7%

Bugs and requests

My Security Benefit

Not enough reviews yet to summarise bugs or requests.

AdviceWorks®

Reported bugs

22 issues
  • Not logging in after updates
  • App requires turning off privacy settings to log in
  • Trades not showing for days
  • Holdings frequently missing
  • App logs out after closing
Show 17 more
  • Biometrics/password incorrect upon re-entry
  • Password autofill not working correctly
  • App crashes every time it's opened
  • App crashes frequently after updates
  • App requires update but then says it doesn't
  • Blank screen after loading
  • Account balances not updating
  • App is completely offline
  • Data not reflecting current account status
  • App requires manual synchronization of accounts
  • Accounts constantly need external re-authentication
  • App freezes on login screen
  • Incompatible with older devices
  • Login issues after updates
  • App crashes on second opening
  • Constant need to reset phone to log on
  • App error 2

Requested features

15 requests
  • Integrate features like organizing accounts, reviewing cash flows
  • Enable landscape mode for tablets
  • Add historical charts of balance or asset performance
  • Implement stock lookup functionality
  • Allow password changes within the app
Show 10 more
  • Display daily gain/loss information
  • Include a log of new trades
  • Improve account synchronization and re-authentication
  • Support SMS code auto-detection
  • Allow downloading cost basis
  • Improve UI design and color contrast
  • Provide more accurate balance reporting
  • Enhance app to offer more value than website
  • Fix portrait mode limitation
  • Improve two-factor authentication process

In-app purchases

None

My Security Benefit

No in-app purchases

None

AdviceWorks®

No in-app purchases

Questions

Is My Security Benefit free?
My Security Benefit is free to download, with no in-app purchases.
Is AdviceWorks® free?
AdviceWorks® is free to download, with no in-app purchases.
Which has better reviews, My Security Benefit or AdviceWorks®?
My Security Benefit is rated higher. My Security Benefit averages 4.1 out of 5 from 55 ratings, while AdviceWorks® averages 3.7 from 139 ratings.
Do My Security Benefit or AdviceWorks® have ads?
My Security Benefit shows ads; AdviceWorks® does not.
Which is updated more often, My Security Benefit or AdviceWorks®?
My Security Benefit ships an update every 5 weeks, and AdviceWorks® monthly. Most recently, My Security Benefit was updated on October 13, 2026 and AdviceWorks® on October 12, 2026.

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