Setting up an account with Bright Directions is easy—three simple steps and you’re on your way to saving.
- 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.
- Project your college savings needs. Use our College Savings Planner to help determine how much you’ll need.
- Complete the enrollment form with your financial advisor. If you’re looking for an investment professional to assist you, we can help with our online investment professional search.
Contact your financial advisor today!