by Taylor Brown | Jul 30, 2025 | How-to Videos, Support
White labels can be set as default and utilized in current and new plans. They can also be customized on a per plan basis. It is best to create a new white label to be used by new plans as a default prior to going through the enrollment setup. How to Edit an...
by Taylor Brown | Jul 30, 2025 | How-to Videos, Support
Assuming you are an iJoin system administrator, manually setting up advisers within ACT is easy. From the iJoin ACT homepage, go to the settings tab on the left hand side navigation menu. Select users from the settings options and click create new user. Populate all...
by Taylor Brown | Jul 30, 2025 | How-to Videos, Support
Finicity is a Mastercard company that connects open banking solutions. It gives people the ability to access, control, and share their financial data with banks, lenders, or fintechs. Finicity account aggregation is a service within the iJoin ACT experience that...
by Taylor Brown | Jul 30, 2025 | How-to Videos, Support
Updating settings in bulk across many plans or users is easy. The batch update utility can be used for a variety of tasks. From the iJoin ACT home page, navigate to settings and then batch updates. From here, you may select the first drop down and determine if the...
by Taylor Brown | Jul 30, 2025 | How-to Videos, Support
This extra layer of security helps protect your account and sensitive data. There are three methods to set up two factor authentication in ACT. This can be done by creating a new user with two factor enabled at the start, updating existing user configuration and...
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