by Taylor Brown | Mar 31, 2025 | Feature Blog
We’re back with another round of product updates to the iJoin experience. Below you’ll find the latest features now available, along with a sneak peek at what’s on the horizon. Recently Released 1. IRA Clarity™ An all-new Voluntary/Advisor Directed IRA rollover...
by Taylor Brown | Mar 13, 2025 | How-to Videos
Begin from the iJoin advisor dashboard home screen Navigate to the plan summary screen of the plan you wish to set up. Click on the desired plan Go to experience setup. Under experience type, select managed account recommendation. Next, navigate to the investment path...
by Taylor Brown | Mar 13, 2025 | How-to Videos
Begin from the iJoin ACT dashboard homepage Navigate to the “settings” tab Select “managed accounts” Click create provider. Enter the name you wish to display for the MAP program. This will appear within the advisor portal and will be visible...
by Taylor Brown | Mar 13, 2025 | How-to Videos
This walkthrough will show you how to review activities associated with managed account participants, along with showing the optimal path to communicate with managed participants. When a managed account is activated on a plan within your portal, the managed account...
by Taylor Brown | Mar 5, 2025 | Uncategorized
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