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It’s all about trust

We work hard to earn your trust by keeping your dreams, data, and dollars secure

Your security is our priority

  • Account Safeguards

    Keep your account to yourself with strict password protocols, identity verification, and automatic log outs.

  • Data Encryption

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

  • Asset Protection

    BrightPlan Investment Accounts are protected by TD Ameritrade’s Asset Protection Guarantee. Cash is FDIC insured up to $250,000 per account, and investments are SIPC insured up to $500,000.

  • Annual Audits

    We volunteer for annual audits of our compliance with the fiduciary standard of excellence, including safeguarding client assets.

  • Strict Access Controls

    No one has access to your account credentials and BrightPlan never saves or stores credentials for your linked financial accounts.

  • Privacy Policy

    Your data is our trust. We will never sell or trade your data, read our privacy policy.

Partnering with trusted industry leaders

BrightPlan leverages the cloud platforms of industry leaders to keep your personal data secure

Keeping Your Data Safe

To personalize advice for clients, BrightPlan relies on the data you provide. But where is this data stored and how secure is it? We built our platform on Salesforce so clients can benefit from all their security measures, including Salesforce's secure data centers, strict employee access controls, and disaster recovery architecture.

Salesforce maintains a comprehensive set of compliance certifications and attestations to validate their #1 value of Trust.2 This commitment has earned the trust of more than 150,000 businesses, including 97% of Fortune 100 Companies.3

Keeping Your Money Safe

BrightPlan Managed Investment Accounts are opened at TD Ameritrade in your name. You own it, TD Ameritrade safeguards it, and BrightPlan manages it.

TD Ameritrade is a big deal, providing investing and trading services for 11 million client accounts totaling more than $1 trillion in assets, and serving more than 6,000 independent registered investment advisors as a trusted custodian.1 Through TD Ameritrade, cash and securities in BrightPlan Investment Accounts are each protected by $500,000 of insurance.

Keeping Your Accounts Safe

Envestnet Yodlee

Our partnership with Envestnet | Yodlee provides fast, secure account verification for more than 16,000 financial sources, so you can view all your accounts in one financial dashboard on BrightPlan. Tens of millions of consumers around the world link accounts through Yodlee to get to know their money, including clients of 13 of the top 20 US Banks.

Envestnet | Yodlee maintains bank level security and is audited like a bank. All account credentials stored are hardware encrypted using FIPS 140-2 level 2 HSM and the keys used for encryption cannot be accessed by anyone, including Yodlee employees.

Frequently asked questions

How can I keep my BrightPlan Account secure?
How does BrightPlan protect my data?
What does linking a financial account mean?
How is money I invest with BrightPlan insured?
When I open a BrightPlan Investment Account, where is my money held?
What steps has BrightPlan taken to act in my best interests?