My Secure Advantage
My Secure Advantage provides workplace financial well-being services through one-on-one Money Coaching, digital tools and education.
What My Secure Advantage is
My Secure Advantage provides workplace financial well-being services through one-on-one Money Coaching, digital tools and education. Its online portal includes a personalized dashboard, budgeting tools, MSA Wallet, the AI coach Joy, credit and identity monitoring, and a resource library. A financial checkup covers members’ well-being, stress, needs and goals, and informs a personalized action plan available to coaches.
MSA Wallet syncs with bank accounts and supports budgeting independently or with a Money Coach. The education program covers more than 45 financial topics through courses, live broadcasts, webinars and personalized learning tracks, virtually or in person. Other resources include articles, worksheets, more than 20 financial calculators, live chat and secure file sharing. Members can enroll in 24/7 credit and Social Security number monitoring with fraud alerts and access a credit score and report.
Coaches provide guidance without selling financial products. Consultations typically last 30 minutes and are available Monday through Friday, 6:00 a.m. to 8:00 p.m. Pacific Time. Pricing is on request; the public site directs organizations to schedule a demo.
Good
- One-on-one coaches do not sell financial products.
- Education covers more than 45 financial topics.
- MSA Wallet syncs with bank accounts.
- Credit and Social Security number monitoring is available 24/7.
Watch out
- Pricing is on request.
- Coaching is available weekdays during listed hours.
- The privacy policy cannot warrant information security.
Who it suits
It is intended for employers offering financial education and support to employees. It may suit employees who want coaching alongside budgeting tools, financial learning resources or credit and identity monitoring.
Verdict
My Secure Advantage combines financial coaching, education and digital tools for workplace programs. Organizations should request pricing or schedule a demo; coaching hours are limited to weekdays.
The facts
Each one read from My Secure Advantage's own pages, with the date it was checked.
What it does
- Budgeting
- MSA Wallet syncs with bank accounts and supports budgeting independently or with a Money Coach, without ads or third-party promotions.checked 9 Oct 2026
- Coaching
- Its Money Coaches provide one-on-one financial guidance and do not sell financial products.checked 9 Oct 2026
- Coaching availability
- Money Coaches are available Monday through Friday from 6:00am to 8:00pm PT, and consultations are typically 30 minutes.checked 9 Oct 2026
- Confidentiality
- The FAQ says personal or financial information shared during coaching is not disclosed to third parties, including the member’s employer.checked 9 Oct 2026
- Data handling
- MSA’s privacy policy says it may share personal information with service providers under confidentiality obligations to operate services and provide support.checked 9 Oct 2026
- Data practices
- The privacy policy says MSA shares personal information with service providers as needed to provide services, under confidentiality duties.checked 9 Oct 2026
- Digital tools
- The online portal includes a personalized dashboard, budgeting tools, MSA Wallet, the real-time AI coach Joy, credit and identity monitoring, and a resource library.checked 9 Oct 2026
- Education
- Its educational program covers over 45 financial topics through on-demand courses, live broadcasts, webinars, and personalized learning tracks, virtually or in person.checked 9 Oct 2026
- Identity monitoring
- Members can enroll in 24/7 credit and Social Security number monitoring with fraud alerts, and access a credit score and report.checked 9 Oct 2026
- Integrations
- MSA Wallet uses Plaid to access and transmit members’ personal and financial information from financial institutions.checked 9 Oct 2026
- Intended users
- The company describes its solution as empowering employees and says employers use it to educate employees about workplace benefits.checked 9 Oct 2026
- Learning tools
- The digital platform includes expert video courses, articles, worksheets, a knowledge center, and more than 20 financial calculators.checked 9 Oct 2026
- Other tools
- The platform offers live chat, hundreds of state-specific legal forms at no cost to members, optional member-initiated screen sharing, and secure file sharing for over 200 file types.checked 9 Oct 2026
- Pricing availability
- The public site directs organizations to schedule a demo; its terms say self-paying plans and fees can vary, without listing amounts on that page.checked 9 Oct 2026
- Privacy
- MSA says personal or financial information members share during coaching will not be disclosed to third parties, including their employer.checked 9 Oct 2026
- Privacy and security
- The privacy policy says MSA uses encryption when possible to transfer and store data and limits access through access controls and confidentiality commitments.checked 9 Oct 2026
- Privacy caveat
- The privacy policy says the company cannot ensure or warrant the security of information transmitted to it.checked 9 Oct 2026
- Service
- My Secure Advantage combines one-to-one financial coaching, a financial assessment, budgeting software, on-demand video courses, and online tools.checked 9 Oct 2026
- Support
- Money Coaches are available Monday through Friday from 6:00 a.m. to 8:00 p.m. Pacific Time, and consultations typically last 30 minutes.checked 9 Oct 2026
- Support contact
- The company lists 888-724-2326 as its phone number.checked 9 Oct 2026
The company
- Company history
- The homepage says MSA has empowered people with financial literacy since 1986.checked 9 Oct 2026
- Founded
- 1986checked 28 Sep 2026
- Headquarters
- Roseville, California, United Stateschecked 28 Sep 2026
Money
- Personalized plan
- A financial checkup measures members’ well-being, stress, needs, and goals and informs a personalized action plan that coaches can access.checked 9 Oct 2026
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