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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

Account Safeguards

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Strict password protocols, identity verification, and automatic logouts.

Fraud Protection

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

Strict Access Controls

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

Data Encryption

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

Annual Audits

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

Privacy Policy

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

Integrated with Industry Leaders

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

Technology

BrightPlan Technology partner logos: Salesforce; Heorku; Investnet Yodlee; Amazon AWS; Refinitiv

Financial

BrightPlan Financial partner logos: Ameritrade; Orion Commodities; Vanguard; Dimensional

To learn more about how BrightPlan
prioritizes security

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BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.

© 2020 BrightPlan LLC