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My Secure Advantage
Roseville, California, United States
What it is
My Secure Advantage provides workplace financial well-being services through one-on-one Money Coaching, digital tools, and education. Its portal includes a personalized dashboard, budgeting tools, MSA Wallet, the AI coach Joy, credit and identity monitoring, and a resource library. A financial checkup assesses members’ well-being, stress, needs, and goals, informing an action plan coaches can access. MSA Wallet syncs with bank accounts and supports budgeting independently or with a coach. The education program covers over 45 financial topics through courses, broadcasts, webinars, and personalized learning tracks, virtually or in person. Other resources include articles, worksheets, more than 20 financial calculators, live chat, legal forms, and secure file sharing. Members can enroll in 24/7 credit and Social Security number monitoring with fraud alerts and access to a credit score and report. Coaches provide guidance without selling financial products; consultations typically last 30 minutes and are available weekdays from 6:00 a.m. to 8:00 p.m. Pacific Time. Pricing is on request. The company is headquartered in Roseville, California, and says it has supported financial literacy since 1986.
For and against
For
- One-on-one Money Coaching is available.
- Education covers over 45 financial topics.
- Includes budgeting and identity monitoring tools.
- Coaching information is not disclosed to employers.
Against
- Pricing is available on request.
- MSA says it cannot warrant transmitted information's security.
- MSA Wallet uses Plaid to access financial information.
The verdict
My Secure Advantage combines coaching, education, and digital financial tools for workplace programs. Organizations should request pricing and review its stated privacy and security caveats.
Who it suits
MSA is designed for employers seeking financial education and support for employees. Its coaching and digital resources may suit members looking for guidance, budgeting tools, or financial learning materials.
On the record
- Budgeting
- MSA Wallet syncs with bank accounts and supports budgeting independently or with a Money Coach, without ads or third-party promotions.mysecureadvantage.com · read 9 Oct 2026
- Coaching
- Money Coaches help members set financial goals and create actionable plans, with guidance described as unbiased and without sales pressure.mysecureadvantage.com · read 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.msafinancialwellbeing.com · read 9 Oct 2026
- Company history
- The homepage says MSA has empowered people with financial literacy since 1986.msafinancialwellbeing.com · read 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.msafinancialwellbeing.com · read 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.mysecureadvantage.com · read 9 Oct 2026
- Data practices
- The privacy policy says MSA shares personal information with service providers as needed to provide services, under confidentiality duties.msafinancialwellbeing.com · read 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.msafinancialwellbeing.com · read 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.msafinancialwellbeing.com · read 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.mysecureadvantage.com · read 9 Oct 2026
- Integrations
- MSA Wallet uses Plaid to access and transmit members’ personal and financial information from financial institutions.mysecureadvantage.com · read 9 Oct 2026
- Intended users
- The company describes its solution as empowering employees and says employers use it to educate employees about workplace benefits.msafinancialwellbeing.com · read 9 Oct 2026
- Learning tools
- The digital platform includes expert video courses, articles, worksheets, a knowledge center, and more than 20 financial calculators.mysecureadvantage.com · read 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.mysecureadvantage.com · read 9 Oct 2026
- Personalized plan
- A financial checkup measures members’ well-being, stress, needs, and goals and informs a personalized action plan that coaches can access.mysecureadvantage.com · read 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.mysecureadvantage.com · read 9 Oct 2026
- Privacy
- MSA says personal or financial information members share during coaching will not be disclosed to third parties, including their employer.mysecureadvantage.com · read 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.msafinancialwellbeing.com · read 9 Oct 2026
