How to Update Your MyDirectPlan Budget Amount

Please follow the instructions to update your Budget. Please ensure that you have your Funding update letter available.

1. Once you've logged on to MyDirectPlan, click on 'Account Settings' on the left-hand side of your screen.
   
2. In the account settings, select 'Fund Settings' as shown:
   
3. From the Passport Fund Settings tab, select the Current Fiscal Year for which you want to update the budget.
   
4. If you have already entered your funding information, enter the updated funding amount in the Self-Administered Budget and Total Passport Budget fields, otherwise please enter all information and click Save.
   

Still need help? 

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