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.
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.