Written Information Security Plan (WISP) Free Download Below.

Stop guessing at compliance. Grab a finance ready WISP template you can customize in minutes. Built to tick the right boxes for SEC, FINRA, and GLBA.

Professionals reviewing WISP template on desktop with globe compliance overlays, promoting free WISP policy download for SEC, FINRA, and GLBA compliance

What’s inside:

  • Word document (.docx) you can edit, copy, and then paste into your own letterhead.

  • Policy sections covering access control, incident response, backups, vendor risk, and annual reviews.

  • Easy‑edit placeholders for firm‑specific details. Just swap in names, roles, and dates, then export to PDF for auditors.

WISP template document spread with charts, policy placeholders, and audit-ready financial security plan elements under natural light

Who it’s for:

  • Meets the written plan requirement in the new SEC cybersecurity rules.

  • Addresses IRS Pub 4557 and GLBA data‑protection language.

  • Shows regulators and insurers you have repeatable, documented safeguards, even with a lean IT team.

Two financial professionals examining a written information security plan (WISP) template on multiple screens, highlighting WISP policy planning and compliance for accounting and advisory firms

  1. Pass audits faster – Check off mandatory policy sections without starting from scratch.

  2. Cut onboarding time – New staff sign one doc that spells out security expectations.

  3. Reduce legal risk – “We have a documented plan” is a powerful sentence if an incident hits.

How it helps:

Accounting team collaborating on a free WISP template walkthrough, illustrating how a written information security plan speeds audits, streamlines onboarding, and reduces legal risk

Grab the template (free)

Want a quick WISP walkthrough? Book a free meeting with us.

Need a hand getting started? Grab 15 minutes on our calendar and we can help you to make this template fit your firm. No pressure, just friendly help.

  • A tour of the sections so you know what goes where.

  • Explanation of the terms in the document and a gist on how to implement them.

  • Answer your questions live, as they come up.

Free WISP template preview for a written information security plan, illustrating policy sections for WISP compliance and cybersecurity planning
Accountants reviewing a WISP template and compliance reports together, emphasizing written information security plan and WISP policy support

Need a bit more help?

Prefer someone else handle the details? Our Financial Services IT Support includes:

  • Help with WISP updates and insurance requirements.

  • 24 × 7 x 365 cybersecurity monitoring with 8‑minute threat response time.

  • Windows and macOS policy enforcement that aligns with industry best practices.

  • And much more.

FAQ

  • Is this legal advice?

    • No it is not legal advice. It’s a practical template. Run it past your attorney or qualified compliance consultant before final adoption.

  • What if I need help customizing or implementing the WISP?

    • No problem. Book a free 15 min consult and we’ll guide you through the key sections and answer your questions so you can get started. No strings attached.

  • Mac or Windows compatible?

    • Both. The .docx file opens in Microsoft Word, Google Docs, or Apple Pages.

Be Co is Powered & Secured By:

Microsoft 365 logo for WISP backup & resiliency and written information security plan
Keeper logo for WISP compliance and written information security plan management
Breach Secure Now logo for WISP policy and cybersecurity planning
Addigy logo for automated WISP template deployment and device onboarding
Avanan logo for WISP cybersecurity and email/identity protection
Huntress logo for WISP threat detection & response in written information security plans
NinjaOne logo for WISP endpoint & device compliance and patch management
Google Workspace logo for WISP secure cloud & network access policy