BrightPlan

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
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What’s New

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.
Visit Visit https://www.brightplan.com to sign up.
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Additional information

Updated
15 April 2019
Size
Varies with device
Installs
10+
Current Version
Varies with device
Requires Android
Varies with device
Content Rating
Everyone
Permission
Offered By
BrightPlan LLC
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