by Taylor Brown | Jan 5, 2022 | Help Articles, Support
1. Enter the Plan specific MATC CUSIPS for each of the LDIndex portfolios into the Investment Table in Relius. Ensure the Investment Names are entered exactly as displayed below, and enter the fact sheet “Link to Prospectus Document” URL values below on...
by Taylor Brown | Jan 5, 2022 | Help Articles, Support
There will be times when you need to update settings across all or a subset of Plans or Users. This can be accomplished through the Batch Update utility within the Advisor Portal. 1. From the Advisor Portal Dashboard page, select the Settings tab, then Batch Update....
by Taylor Brown | Jan 5, 2022 | Help Articles, Support
The Plan Settings tab are where the Plan Settings and Plan defaults are stored for new Plans. Plan Settings 1. To access the Plan Settings tab from the Advisor Portal, click the Settings tab. 2. You can also access the Plan Settings tab by clicking the Advisor...
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