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://client.schwab.com (Charles Schwab Client Portal)
• 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)