Getting Started

Setting up an account with Bright Directions is easy—three simple steps and you’re on your way to saving.

  1. Talk to your investment professional.

    Your investment professional can review and assess your situation, your current savings, and your college savings goals to determine the right savings vehicle and investment and savings strategy for your situation.

  2. Project your college savings needs.

    Use our College Savings Planner to help determine how much you’ll need.

  3. Complete the enrollment form with your financial advisor.

    Your financial advisor is a resource throughout the process.

Contact your financial advisor today!

Find a Financial Advisor

Bright Directions is an advisor-sold program. As an investor, you can work with your financial advisor, registered investment advisor, or other financial professional. Your advisor can offer professional expertise and insight to help you determine how much to save, where to save, and how to evaluate, manage, and monitor your investments.

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Open an Account with Your Financial Advisor

Get Started