by Taylor Brown | Mar 30, 2023 | Release Notes, Support
Release Highlights – January through March 2023 iJoin has been updated with the following changes: Bug fix for issue that allowed MFA to be circumvented via back button on iJoin portal. (1/6/2023) Bug fix for plans getting stuck in a revising mode when...
by Taylor Brown | Mar 26, 2023 | Help Articles, Support
Once all edits have been made to the Plan through Experience Setup, Investment Paths and Notifications, it is time to Activate the Plan to enable Enrollment. For more information on Enrollment Setup see Set Up Enrollment For more information on Investment Paths see...
by Taylor Brown | Mar 8, 2023 | Help Articles, Support
Setup Managed Account Providers to be used in your Plans The Managed Account Providers are setup and edited from the Settings tab. Navigate to the Settings tab and select Managed Accounts Add a new Managed Account Provider 1. Select the Create Provider button. Enter...
by Taylor Brown | Mar 8, 2023 | Help Articles, Support
1. Sign into the Advisor Portal. The Dashboard screen is displayed. Select Plans menu option. The Plan Summary screen is displayed. 2. Click the Add Plan button. 3. The Plan Setup screen is displayed. Select the Recordkeeper using the drop down menu. 4. Enter the ...
by Taylor Brown | Mar 8, 2023 | Help Articles, Support
The following serves as the minimum setup required in Relius in order be able to sync a plan to the iJoin platform. Setup Plan in Relius 1. Requirements for setting up plans in iJoin: The Plan type is 401(k), 403(b) or 457 only The Plan has a valid year begin and...
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