Overview Use Campaign User Groups to automatically apply BCC email address(es) and email footer language to...
How to Configure BCC Email Address(es) and Email Footer Language for Email Campaigns
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How to Increase Participant Record Limits in Relius
How To: Increase Participant Record Limits in Relius If a plan exceeds 10,000 participants (the default setting in Relius), participant data will...
Manifest Integration
How to Delete Plans in iJoin
How to get your Email Domain(s) Authenticated with DMARC
If you are an ACT client, we want to make sure your email campaigns get to your participants without a hitch! DMARC (Domain-based Message...
Set Up MAP as QDIA
Set Up iGPS Managed Accounts
Set Up & Create Managed Account Fees
Relius Managed Accounts Settings for Participants
Set Up a Risk Tolerance Questionnaire
Set Up Sponsor and Payroll Notifications
Set Up “Managed Only” Investments (aka Sidecars)
Setting Up Allianz In Plan Annuities
Finicity Account Aggregation
Set Up Explore Modules
Configure Relius Web to Launch User into Full iJoin Enrollment Experience
Activate A Plan For Enrollment
Set Up Managed Account Providers
Add New Plans
Set Up Plan in Relius
Enable LeafHouse Managed Account Solution
Set Up Investment Paths
Setting Up iJoin Managed Accounts and Adding to Plans
Establish Two Factor Authentication (Portal User)
Set Up Two-Factor Authentication
Enable STP/Tasks for iJoin Create/Post Transfers in Relius
Remove / Disable Plan from iJoin
Plan Default Settings
Set Up Notifications
Create An Email Template
Electronic Notice Feature
Create / Send An Email Campaign
Create A Draft Plan
Set Up LDI Managed Account Funds
Batch Update
Set Up Plan Settings
Set Up Enrollment
Monitor Activity
Set Up A Plan For Automated Force Outs
Resolve Plan Validation Errors
Set Up Task Scheduling
Set Up White Labels
Set Up Plan Details
Process Plan and Participant Syncs
Set Up Plan Contacts in Relius
User Support Topics
Help Topics
How-To Videos
Product FAQs
Portal Documents
Release Notes
Feature Blog
Relius Integration
Documents & Disclosures