You have a dream destination. As a BrightPlan client, you now have a mobile app to help you get there. Enjoy the journey as you save and invest for goals like buying a home, education, and retirement. Keep track of your financial accounts and track progress along the way.
Create short and long-term financial goals
- Pay off debt
- Build an emergency fund
- Buy a home
- Save for education
- Take a trip
- Retire in style
- Start a business
- Make a major purchase
Get a unique investment strategy for each of your goals
- Analysis of your investments outside of BrightPlan with investment recommendations
- Personalized advice to help keep you on track
- Actionable progress reports
- View possible future outcomes based on 1,000 market simulations and your personal inputs and assumptions.
Link financial accounts from 16,000+ institutions to actively track goal progress
- One consolidated view of your entire investment portfolio
- Monitor your net worth and cash flow across all your linked accounts
- View transactions to stay on top of what you're spending and earning
Open a BrightPlan Investment Account to fund your goals and get the full benefits of automation
- Review your plan with a financial advisor from our sister company Plancorp
- Automatically invest deposits according to your goal’s investment plan
- Regular account rebalancing to stay aligned with your strategy
- Smart dividend reinvestment
- Tax-optimized investment strategies
- Professionally managed portfolios with low-cost funds from Dimensional Fund Advisors and Vanguard
BrightPlan Investment Accounts managed at TD Ameritrade Institutional
1. Asset allocation overview for your investments
2. Single stock holding analysis
3. Enhanced Mobile push notifications
4. Scheduling an advisor call from within the app
5. Cumulative cash flow for bank accounts
6. General bug fixes
Note: This app is for existing BrightPlan clients.
If you receive BrightPlan as an employee benefit, sign up on your company landing page.
If not, visit https://www.brightplan.com to sign up.
Ratings and Reviews
Clean and seamless
This app is crisp, handles finances well, and provides good customer support. When my own Roth IRA was found to have an issue, it was immediately solved the day after. Service is good, and the app provides many tools for different financial goals.
With Family Sharing set up, up to six family members can use this app.