It’s All About Trust

We work hard to earn your trust by keeping your employees’ dreams and data secure

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Security Is Our Priority

Strict password protocols, identity verification, and automatic logouts.

Investment Accounts protected from fraud by TD Ameritrade’s Asset Protection Guarantee. Cash and investments are FDIC and SIPC insured respectively.

BrightPlan does not have access to any login information for linked accounts.

All data is encrypted at rest and in transit. BrightPlan requires the latest Transport Layer Security (TLS) for authentication and encryption.

Audited annually to comply with the best fiduciary practices, including SEC privacy regulations.

BrightPlan does not sell or trade employee data. Only the personal information needed to provide our services is used. Read our privacy policy.

BrightPlan leverages the security expertise of industry leaders to keep your employees’ information safe.