My Secure Advantage
My Secure Advantage: A broad financial wellness program pairing human coaching with practical digital tools. Ranked #10 of 26 in Financial Wellness Software by our editors (8.2/10); pricing: Pricing on request; best for users wanting mature coaching and monitoring.
At a glance
- Editor score8.2 / 10
- PricingPricing on request
- Best forUsers wanting mature coaching and monitoring
- 1:1 coachingYes
- Founded1986 · Roseville, California, United States
- Facts checked20 Sep 2026
Where it wins
- One-on-one coaching with personalized assessments and action plans
- Budgeting, education, calculators, and financial knowledge resources
- Credit and Social Security number monitoring with fraud alerts
Where it doesn't
- Pricing requires contact with sales rather than a stated amount
- Plan fees and benefits vary by organization-specific agreement
- Broad coverage may be less suitable for specialist-only guidance
Our verdict on My Secure Advantage
My Secure Advantage is a financial well-being program for employees and self-paying members. It combines one-on-one telephonic coaching from Money Coaches with assessments, personalized action plans, budgeting through MSA Wallet, educational content, monitoring, legal forms, and online collaboration tools. Its coverage spans debt and credit, spending and saving, retirement, taxes, investing, student loans, estate planning, college planning, home buying, and other major life events. The product is best suited to people who want ongoing guidance across several areas of personal finance rather than a single-purpose budgeting tool.
The strongest part of the offering is its combination of human coaching and self-directed resources. Members can use financial video courses, articles, worksheets, calculators, and the real-time AI coach Joy alongside live chat with MSA staff and Money Coaches. Screen sharing and secure file sharing support coaching sessions, while MSA Wallet connects bank accounts and supports budgeting through Plaid. This creates a broad path from assessment to action, with monitoring and fraud alerts adding an ongoing financial-protection layer.
Pricing is handled through contact with sales, and fees and benefits can vary by plan and organization-specific agreement. That model fits employers and organizations arranging a broader financial wellness benefit, while self-paying members may need to clarify the applicable terms before choosing. The listed platform is web-based, and the product’s named integration is Plaid. Choose My Secure Advantage if mature coaching, wide topic coverage, education, budgeting, and monitoring matter more than a simple standalone app. Consider a narrower alternative if you want a clearly stated price or a tightly focused tool for one financial task.
Your product? Our editors can test My Secure Advantage in depth and publish a review, labelled as paid · from $149/mo →
My Secure Advantage pricing
My Secure Advantage fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| 1:1 coaching | Yes |
| Personalized action plans | Yes |
| Education library | Yes |
| Employer dashboard | Not verified |
| Access channels | Web_and_mobile |
| Financial topic coverage | debt and credit; estate planning; spending and saving; retirement savings; student loans; investing; taxes; college planning; marriage; maternity leave; large purchases; divorce; home buying; caring for parents |
| Deployment | Cloud |
| Platforms | Web |
| Support | Phone, Email, Live chat |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Plaid |
| Pricing | Pricing on request |
| Website | mysecureadvantage.com |
| Facts checked | 20 Sep 2026 |
My Secure Advantage integrations
My Secure Advantage lists 1 integrations on its own site.
- Plaid
Alternatives to My Secure Advantage
- BrightPlanA broad employer platform spanning planning, benefits, education, investing, and advisor access.9.4
- nudgeA broad employer financial wellness platform with coaching, action plans, and HR integrations.9.2
- Your Money LineA free employee benefit combining financial tools, education, tax filing, and unlimited coaching.9.0
See all My Secure Advantage alternatives →
Also Ranked In
My Secure Advantage is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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