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Key Takeaways
- BrightPlan blocks access from outdated web browsers.
- Company requires users to upgrade for latest security updates and optimal experience.
- Page provides links and lists supported browsers for Mac and Windows.
BrightPlan compatibility notice
The page opens with a compatibility notice stating that BrightPlan doesn't work on this version of your web browser.
“BrightPlan doesn't work on this version of your web browser”
It says BrightPlan limits the browsers it supports to ensure clients get the latest security updates and the best experience.

It instructs users to upgrade via links shown as "Mac-Supported Browsers" and "Windows-Supported Browsers."
The article text references links to upgrade but does not include the actual links or a visible list of supported browser versions in the provided content.
BrightPlan disclosures
The footer contains regulatory and product disclosures.
It states BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents.

It states that financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser.
The disclosure warns that 'Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC' and directs readers to the BrightPlan and Plancorp ADVs for additional important information.
The disclosure reiterates standard investment warnings: 'All investing involves risk, including the loss of principal. Past performance does not guarantee future results.'
It notes BrightPlan is a trademark of BrightPlan LLC registered in the U.S. Patent and Trademark Office.
It states that 'Board of Directors are of Prumentum Group, Inc, the parent of BrightPlan LLC'.
It states BrightPlan 'is certified by the Centre for Fiduciary Excellence, LLC (CEFEX) as having met their standards for Fiduciary Practices for Investment Advisors'.
BrightPlan awards disclosure
The disclosure states it "is not known whether the listed customers approve of BrightPlan or the advisory services provided."
“BrightPlan doesn't work on this version of your web browser”
It says the customers represented "were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program."
It cautions that "Awards are not indicative of future performance."
It warns that Awards and Other Recognitions should not be interpreted as a guarantee or suggestion of future client results.
It states that none of the sponsoring publications or organizations are affiliated with the firm.
It says none of the Awards or Other Recognitions are based on client evaluations.
It states "we have not made any payments for or in anticipation of any Award or Other Recognition."
The page is copyrighted © 2026 BrightPlan LLC.
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