You define your goals and dreams, and we’ll give you the analysis and strategy to help you achieve them. We provide actionable advice, then let you twist some knobs and pull some levers to get your goals on track.
BrightPlan streamlines your financial life. Track all your account balances automatically by linking bank, investment, credit card, and loan accounts from over 10,000 financial institutions to get powerful insights on your financial situation.
No one has access to your account credentials and BrightPlan never saves or stores credentials for your linked financial accounts.
All your data is encrypted at rest and in transit. BrightPlan requires the latest TLS for authentication and encryption.
BrightPlan leverages the cloud platforms of industry leaders to keep your data and account information secure.
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.
Achieving your goals starts with a personalized plan. BrightPlan guides you through creating your financial goals, advises you on each step to take to achieve them, and automates investing in them.
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.
Chat with a Financial Advisor 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.
BrightPlan recommends a unique investment strategy for each of your goals. Open a BrightPlan Investment Account to access sophisticated, automated investing based on Nobel Prize-winning research. You can also apply our strategy to your existing investments, e.g. your 401(k).
The first digital advisor certified by the Centre for Fiduciary Excellence (CEFEX). We're constantly looking out for you, not for kickbacks or hidden fees.
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.