How to Update Your Fund Settings

If there are any errors or you need to make changes to your funding details, please reach out to your funding agency Supervisor/Facilitator. You do not have the ability to edit the Fund Settings section of your Account Settings.

Please note that only your Supervisor can set your Previous Fiscal Year and Next Fiscal Year fund settings.

Still need help? 

Please email us at support@mydirectplan.com  so that our support team can assist you.