Accelerate towards your Grand Opening with financial planning, automated investing, and active tracking.
We do not sell your data. We only use your information to provide our services.
Fund your ambitions. We provide each goal with a personalized plan. Each goal gets its own risk profile, timeline, portfolio, and investment account.
Plan first, then invest
Start with a plan and only invest with us when you’re impressed with us. Until then, track your finances by linking bank, investment, credit card, and loan accounts to your plan. We support 15,000 financial institutions.
Time-tested planning and advice
Our financial planning approach was developed with our sister company Plancorp, a Registered Investment Advisor with over 30 years of experience and $4 billion under management.
Speak to real people
Chat with a Certified Financial PlannerTM Professional from Plancorp when you open a BrightPlan Investment Account with as little as $500. These advisors work with high net worth individuals daily to help them reach their goals. Now they can be your money mentor too.
Invest in your goals
Don't just save for your goals. Invest in them. BrightPlan recommends an investment plan for each goal, balancing risk and return to meet your objectives. Apply our strategy to your existing investments e.g. your 401(k), or automate your plan in a BrightPlan Investment Account.
BrightPlan is part of a group of Registered Investment Advisers (RIAs) that offer evidence-based, low-cost funds from Dimensional Fund Advisors. Many RIA’s only work with clients who have a fortune to invest, BrightPlan works with everyone.
On your side
The first digital advisor certified by the Centre for Fiduciary Excellence (CEFEX). We're constantly looking out for you, not for product sales, kickbacks or hidden fees.
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Opened at TD Ameritrade | Managed by BrightPlan | Owned by You
BrightPlan Investment Accounts are opened at TD Ameritrade Institutional, a third-party custodian safeguarding more than $1.1 Trillion of assets. Through TD Ameritrade, cash and securities in BrightPlan Investment Accounts are each protected by $500,000 of insurance.