How to update Your MyDirectPlan Self-Managed Budget and Total Budget (Passport - Mobile)

To setup Passport 2022/2023 funding please ensure that you have your Funding update letter available

1.    Logon to your MyDirectPlan Mobile application 
 
2.    Click on the hamburger icon on top left corner
 
3.    Click on the Account Settings
 
4.    Select Fund Settings tab
 
5.    Select Passport

 
6.    Click on Current Year
 
7.   If you have already entered your funding information, enter the updated funding amount in the Self-Administered Budget and Total Budget fields, Otherwise please enter all information.

   
8.    Click Save

NOTE you may repeat Steps 7 and 8 for the Next Year 

Still need help? 

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