How-to Videos
Step-by-step video tutorials for various tasks in iJoin
How to Set Up White Labels for Plans
How to Set Up Advisor Access
How to Enable Finicity Account Aggregation at the Plan Level
How to Perform a Batch Update
How to Enable Two-Factor Authentication (2FA)
How to Set Up Plan Default Settings
How to Set Up EXPLORE Modules
How to Set Up MAP as QDIA
How to Set Up Managed Account Providers
How to Monitor & Engage Managed Account Participants
How to Monitor Email Campaign Analytics
How to Create and Send an Email Campaign
How to Generate an Outside Assets Report
How to Generate a Plan Health Report
How to Generate a Suitability Report
User Support Topics
Help Topics
How-To Videos
Product FAQs
Portal Documents
Release Notes
Feature Blog
Relius Integration
Documents & Disclosures