How to Set Up Your MyDirectPlan Account (SSAH)

How to set up your MyDirectPlan account

This article is for:

  • SSAH users who want to set up a 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. You'll be done in no time!

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. 

Main Page - Drop Shadow-2

3. You will be taken to the registration page. You are required to select the following account type as an SSAH user:

  • Person Managing Funds (Fund Administrator): someone such as a family member or caregiver who manages the funding on behalf of a recipient

You will then need to click the green "Next" button found at the bottom of the page. 

Account Setup #1 - Drop Shadow

4. Enter the email address where you wish to receive notifications 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.

Account Setup #2 - Drop Shadow

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

Account Setup #3 - Drop Shadow

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.

Account Setup #4 - Drop Shadow

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 Ministry Regional Office.

Account Setup #5 - Drop Shadow

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

  • Special Services at Home (SSAH) Funding (for Recipients under 18 years old)

Click the green "Next" button.

Account Setup #6 - Drop Shadow

9. Fill out the 'Recipient Information' section. Items marked with a red * are required. Next to 'Recipient Type' select 'Child (under 18)'. When all of the information is completed, click the green "Next" button found at the bottom of the page. 

Account Setup #7 (Passport) - Drop Shadow

10. Fill out the 'Fund Settings' section. All information in this section can be found on your funding approval letter.  Items marked with a red * are required. When all of the information is completed, click the green "Save" button found at the bottom of the page. 

Account Setup #9 (SSAH) - Drop Shadow

Congratulations, you have officially set up your MyDirectPlan account! 😊

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