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Finicity Account Aggregation

Finicity Account Aggregation

Finicity is a Mastercard company that offers certain open banking solutions to connect financial data easily. It gives people the ability to access, control, and share their financial data with banks, lenders, or fintech. finicity.com iJoin and Finicity Finicity...
What Is EXPLORE? FAQs

What Is EXPLORE? FAQs

What Is EXPLORE? iJoin Explore is a new extension of the participant experience that engages users to take steps towards long term financial security. Explore presents educational and financial planning activities that address retirement plan benefits, emergency...
Finicity FAQ

Finicity FAQ

What does iJoin do with login credentials for the linked accounts? iJoin does not store login credentials we link to Finicity directly to pull the account information How often are account balances updated? Linked account assets are updated nightly within iJoin to...
Set Up Explore Modules

Set Up Explore Modules

Once your iJoin account is licensed for EXPLORE, you can enable this feature across any number of plans in your system. When enabled for a plan, the functionality becomes an integrated component of your iJoin user experience without the need to install or maintain an...