How It Works

Step 1: Get Access

Click “register” above. Once you’ve signed up, you'll get a welcome email with instructions on how to gain access to your account. Alternatively you may call 888-724-2262 and we can help get you started.

Step 2: Schedule an Appointment

Schedule your first appointment with a Money Coach online or call 888-724-2262.

Step 3: Talk to a Money Coach

Speak with a Money Coach about your financial goals and concerns, take a financial wellness survey, create an action plan to achieve your goals and plan for the long term.

Step 4: Achieve

Enhance your financial future by taking advantage of My Secure Advantage and working with a Money Coach, using online tools, and sticking to your personal action plan.

QUESTIONS?
Get answers to our most frequently
asked questions. Visit FAQs

Rewards

BOOST FINANCIAL IQ

Attend any on-site class, live webinar or forum for entry into a monthly drawing for a $50 gift card.

BUDGET LIKE A BOSS

Link an account and create a budget with MSA Wallet for entry into a monthly drawing for a $50 gift card.

IMPROVE FINANCIAL WELLNESS SCORE

Retake your financial wellness survey during your 3rd money coaching call for entry into a monthly drawing for $100.

Your Coach is committed to helping you.

“With the unbelievable support of my 3 kids, and the guidance, [suggestions], patience and commitment of [my Money Coach,] I am now on a budget, have savings and feel in control! Thanks! [My Coach] was committed, understanding, patient, knowledgeable, and available when I needed her, prompt returning phone calls, always on top of my situation and kind!”

MSA is the best company benefit I have

“I had no plan for retirement, emergency funds, life insurance, and had no college savings plan for my 2 year old daughter. [My Money Coach] helped me find a municipal bond fund to invest my emergency funds. He got me to contribute the appropriate amount into my 401K. He also helped me set up a college savings account for my daughter [and] a life insurance policy for my family. He also helped me with [coaching] on mortgage loans. I feel that MSA is the best company benefit I have.”

Improve your financial situation

“I appreciated the help [my Money Coach] gave to reinforce my family's current situation, and the discussion and guidance on where we want to be over the next five, ten, twenty and more distant years. [My Money Coach] was very patient while I worked through both the budget and information documents, and how I presented my own financial information spreadsheets to discuss my plan. And he helped me with areas to consider and evaluate, improving my financial planning situation.”

I now feel like I can successfully support myself.

“[G]oing into this I was worried that the person I was working with would talk down to me, but that was not the case at all. I always knew that after my calls with [my Money Coach] any questions I had would be answered, and I would feel hopeful about my situation. [My Money Coach] is fantastic, and with his help, I now feel like I can successfully support myself and be financially successful in my life.”