by Taylor Brown | Nov 20, 2023 | Help Articles
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...
by Taylor Brown | Nov 20, 2023 | Help Articles
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...
by Taylor Brown | Nov 20, 2023 | Help Articles
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...
by Taylor Brown | Nov 9, 2023 | Documents and Disclosures
View and download the implementation guide PDF: iJoin-MAP_Implementation_Guide.pdf Looking for the Standard Implementation Guide...
by Taylor Brown | Nov 9, 2023 | Documents and Disclosures
View and download the implementation guide PDF: iJoin-Implementation_Guide.pdf Looking for the MAP Implementation Guide...
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