Freedom251 › Employee Financial Wellness Software
My Secure Advantage
What My Secure Advantage is
My Secure Advantage provides workplace financial well-being services through one-on-one Money Coaching, digital tools, and financial education. Its online portal brings together a personalized dashboard, budgeting tools, MSA Wallet, the AI coach Joy, credit and identity monitoring, and a resource library. A financial checkup considers a member’s well-being, stress, needs, and goals; the results inform a personalized action plan that coaches can access. 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 on-demand courses, live broadcasts, webinars, and personalized learning tracks, available virtually or in person. Members can also use expert videos, articles, worksheets, a knowledge center, and more than 20 financial calculators. The service offers 24/7 credit and Social Security number monitoring, fraud alerts, a credit score and report, live chat, secure file sharing, and state-specific legal forms at no cost to members. Money 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. MSA describes its solution as serving employees, with employers using it to educate staff about workplace benefits. The company says it has supported financial literacy since 1986 and is based in Roseville, California.
Who it suits
My Secure Advantage is designed for employers offering financial well-being support to employees, and for employees who want coaching, budgeting tools, or financial education. Its mix of coaching, digital resources, and different learning formats may suit people with varied learning styles and work environments.
What it does well
- One-on-one Money Coaches provide guidance without selling financial products.
- Financial checkups inform personalized action plans.
- Courses cover more than 45 financial topics.
- MSA Wallet syncs with bank accounts for budgeting.
- Members can access credit and identity monitoring with fraud alerts.
- Hundreds of state-specific legal forms are available at no cost to members.
What to know first
- Pricing is provided on request.
- Money Coaches are available on weekdays during stated Pacific Time hours.
- The privacy policy says transmitted information security cannot be ensured or warranted.
Limits
The public site directs organizations to schedule a demo, and pricing is provided on request. Money Coach consultations are available Monday through Friday, 6:00 a.m. to 8:00 p.m. Pacific Time, and typically last 30 minutes.
Getting started
- Visit https://www.mysecureadvantage.com/.
- If you represent an organization, schedule a demo through the public site.
- Ask the organization about plan availability and pricing.
- Use the web or iOS platform to access the portal and its tools.
- Arrange a Money Coach consultation during the stated weekday availability.
Verdict
Choose My Secure Advantage when an employer wants to combine employee financial coaching, education, and digital tools in one service. Organizations looking for public plan prices will need to request pricing, and members should consider the stated privacy caveat for transmitted information.
Questions
How much does My Secure Advantage cost?
The public site provides pricing on request and directs organizations to schedule a demo. Its terms say self-paying plans and fees can vary.
Which platforms can I use?
The listed platforms are web and iOS.
What does Money Coaching include?
Money Coaches provide one-on-one financial guidance and do not sell financial products. Consultations typically last 30 minutes and are available Monday through Friday, 6:00 a.m. to 8:00 p.m. Pacific Time.
What financial education does the service offer?
Its education program covers more than 45 financial topics through on-demand courses, live broadcasts, webinars, and personalized learning tracks, virtually or in person.
Does MSA Wallet connect to bank accounts?
Yes. MSA Wallet syncs with bank accounts and uses Plaid to access and transmit members’ personal and financial information from financial institutions.
Does the service share coaching information with an employer?
MSA says personal or financial information shared during coaching is not disclosed to third parties, including the member’s employer. Its privacy policy also says it may share personal information with service providers under confidentiality obligations to provide services and support.
Facts from My Secure Advantage's own pages
- Budgeting
- MSA Wallet syncs with bank accounts and supports budgeting independently or with a Money Coach, without ads or third-party promotions. · mysecureadvantage.com, 9 Oct 2026
- Coaching
- Its Money Coaches provide one-on-one financial guidance and do not sell financial products. · msafinancialwellbeing.com, 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, 9 Oct 2026
- Company history
- The homepage says MSA has empowered people with financial literacy since 1986. · msafinancialwellbeing.com, 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, 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, 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, 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, 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, 9 Oct 2026
- Founded
- 1986 · mysecureadvantage.com, 28 Sept 2026
- Headquarters
- Roseville, California, United States · mysecureadvantage.com, 28 Sept 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, 9 Oct 2026
- Integrations
- MSA Wallet uses Plaid to access and transmit members’ personal and financial information from financial institutions. · mysecureadvantage.com, 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, 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, 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, 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, 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, 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, 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, 9 Oct 2026
- Privacy caveat
- The privacy policy says the company cannot ensure or warrant the security of information transmitted to it. · msafinancialwellbeing.com, 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. · mysecureadvantage.com, 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. · mysecureadvantage.com, 9 Oct 2026
- Support contact
- The company lists 888-724-2326 as its phone number. · msafinancialwellbeing.com, 9 Oct 2026
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