"BrightPlan has digitized Plancorp’s financial planning and investment approach. Now everyone can access personalized advice to help get their financial house in order."
Peter Lazaroff, Co-Chief Investment Officer, BrightPlan and Plancorp
Tell us a bit about yourself and we’ll send you an email to start
We'll create a plan to help you pay off debt, build an emergency fund, invest in your future, and so much more.
Complete your financial profile by answering a few questions. It takes 5 minutes and you don't need to be a financial expert, we've got that covered.
Whether you're looking to buy a home, create an education fund, or take time to travel the world, we have a plan to help you reach your goals.
Receive daily financial account analysis and monthly goal progress reports to help keep you on track. We'll even show you how small changes can affect your net worth over time.
Once you’ve set up your business goal, stay on track by automating investing through BrightPlan. When you open a BrightPlan Investment Account, we’ll automate the essentials:
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.