Archives

Set Up a Risk Tolerance Questionnaire

by Taylor Brown | Nov 20, 2023 | Help Articles, Support

Navigate to your advisor profile by clicking the advisor photo in the top right > click “Settings” Click on the RTQ tab on the left-hand side Here, you are able to choose the iJoin default RTQ or create your own. To choose the iJoin default: Click...

Set Up Sponsor and Payroll Notifications

by Taylor Brown | Nov 20, 2023 | Help Articles, Support

To ensure the appropriate contacts are notified when participants execute changes such as to contribution rates or beneficiaries, you will need to enable Notifications for each plan. NOTE TO RELIUS CUSTOMERS iJoin is NOT integrated with the Relius Administration...

Set Up “Managed Only” Investments (aka Sidecars)

by Taylor Brown | Nov 20, 2023 | Help Articles, Support

Relius Disable Plan Web Election Change settings for “Managed Only” Investments In scenarios where certain investments are only to be permitted inside of managed accounts and NOT made made available for self-direction, the following settings will need to...