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Resourcesbrightfinancia2023-01-11T18:07:46+00:00

Resources

First Appointment Information

  • Bright Financial Initial Meeting Information – 2023 (pdf format)
  • Bright Financial Initial Meeting Information – 2023 (xlsx format)

Onboarding and Account Access

  • Client onboarding overview – starting at Initial Meeting (.pdf format)
  • Online Access Instructions (.doc format)

Helpful Links

  • https://www.advisorclient.com/advisorclient/p/gridLogin (TD Ameritrade Accounts)
  • https://www.americanfunds.com/individual/ (American Funds Accounts)
  • https://nb.fidelity.com/public/nb/default/logout (Fidelity Net Benefits)
  • https://www.cnbc.com/ (CNBC – Financial and business news)
  • https://www.bankrate.com/ (Banking, Credit Cards, Loans, etc.)
  • https://www.bankrate.com/calculators/mortgages/mortgage-calculator.aspx#e10896152469c (Mortgage Calculator)
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