A computerized method and system for managing a multi-function, integrated account. The account may span multiple legal entities and contain both health and wealth data. The account may contain data pertaining to participants' health insurance, supplemental insurance, and other types of insurance (both health and non-health) and may track payment data, claim data, co-pays, etc. as well as data pertaining to the health of participants. Health data may further comprise information pertaining to participants' weight, body mass index, blood pressure, and fitness level. The multi-function account comprises financial data such as investment data, brokerage data, mortgage data, and savings, debit, and credit account data. Participants are further rewarded for partaking in certain health and financial activities and for performing certain health and financial tasks. Participants may dial a single telephone number or access a single web site in order to access the health and wealth data of the multi-function account.
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