How to Set Up Your MyDirectPlan Account (Passport)

How to set up your MyDirectPlan account

Check out our Step-By-Step YouTube Video:

If you have not already set up a free MyDirectPlan account, just follow these simple steps. 

1. Open your internet browser and visit www.mydirectplan.com

2. On the main page, click on the blue "Create Your Free Account" button to get started. 

3. You will be taken to the registration page. You are required to select one of the following account types:

• Person Managing Funds (Fund Administrator): someone such as a family member or caregiver who manages the funding on behalf of a recipient.
• Recipient: the person who is being supported by the funding. 

Select the option that applies to you. You will then need to click the green "Next" button found at the bottom of the page. 

4. Enter the email address where you wish and receive communications from MyDirectPlan and create a password. Your password must be at least 8 characters long, include an upper and lower case letter and a number. Check the box next to "I accept the Terms of Use and the Privacy Policy" after reviewing both. When this is completed, click the green "Register" button found at the bottom of the page

5.  A confirmation email will be sent to the email address you entered. 

6. Click on the link that was sent to your email. Don't forget to check your junk and/or spam mail if you don't find the email in your inbox. When you click on the link you will be redirected back to the Sign In page.

7. After clicking the link, you will be redirected to your new MyDirectPlan account. Click on the green "Start account set-up" button. Ensure you have your funding approval letter handy.
If you don't have your letter, you will need to contact your Passport Agency.

8. Next you will choose your funding type. Click on the following fund type:

• Passport Funding (for Recipients 18 years old and over)

Click the green "Next" button.

9. Fill out the field in the 'Recipient Information' section. Items marked with a red * are required. When all of the information is completed, click the green "Next" button found at the bottom of the page. 

10. Fill out the 'Person Managing Funds 1 (You)' section.  Items marked with a red * are required. When all of the information is completed, click the green "Next" button found at the bottom of the page. 

10. Fill out the 'Fund Settings' section. Items marked with a red * are required. If you are unsure of your approved or remaining Self-Administered Passport funding for the fiscal year, please contact your Passport Agency. When all of the information is completed, click the green "Save" button found at the bottom of the page. 

Congratulations! You have officially set up your MyDirectPlan account! 😊

Still need help? 

• If you encounter technical issues while setting up a MyDirectPlan account, please fill out a contact form so our support team can assist you.
• For questions about your approved or remaining Self-Administered Passport funding for the fiscal year, please refer to the Ministry of Children, Community and Social Services' official Passport Program information page and/or contact your Passport Agency.