From the iJoin advisor dashboard home screen, navigate to the plan summary screen of the plan you wish to set up…
How to Set Up MAP as QDIA
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Support
You’re currently viewing support materials for all topics. To find information on a specific topic, use the search bar or select a category from the menu.
How to Set Up Managed Account Providers
From the iJoin ACT dashboard homepage, navigate to the settings tab and select managed accounts…
How to Monitor & Engage Managed Account Participants
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.
How to Monitor Email Campaign Analytics
From the home screen of the I join advisor portal, go to the left hand side navigation menu and click messaging.
How to Create and Send an Email Campaign
To create an email campaign, first go to the left hand sidebar and select messaging.
How to Generate an Outside Assets Report
From the home screen of the iJoin advisor portal, go to the left hand side navigation menu, select reports.
How to Generate a Plan Health Report
How to generate a plan health report. Be advised that a plan health report can only be generated for plans enabled with an ACT license.
How to Generate a Suitability Report
The suitability report provides a bubble chart depiction of participant equity exposure when hypothetically placed within a personalized managed account portfolio versus a target date fund.
iJoin Default Risk Tolerance Questionnaire
1) How many years until you begin to take money from your retirement savings? 0 0 to 5 years 3 5 to 10 years 5 11-20 years 6 21-30 years 7 30+ years...
End User License Agreement
This agreement is located at the beginning of the participant enrollment experience and can not be modified in any...
2-Factor Authentication Tooltip
Users will be required to setup their account the first time they attempt to log into iJoin Portal after 2FA has been enabled on their account
Assumptions and Disclaimers
The Assumptions and Disclaimers information appears on the last page of the Participant Enrollment report that is emailed when Participant-directed...
Integration Instructional Document
iJoin-On-Track-Enrollment.pdfNote1: Update to page 5 Advice Provider has been changed to 'Vendor', Utilities / VRU / Web Administration /...
iJoin Cert File
Download the iJoin Cert file below:iJoin_Cert.zip
Set Up MAP as QDIA
You are now able to set up a new or existing Managed Account Program (MAP) as your Qualified Default Investment Alternative (QDIA) through the iJoin portal.
iJoin Automatic Enrollment
UNDER CONSTRUCTION
Set Up iGPS Managed Accounts
Once your iJoin account has been licensed for the iGPS/PIMCO solution, as an iJoin user with administrative rights, you will need to go through the process of setting up iGPS as a managed account provider that can be assigned out to the applicable plans in your system.
What is the Managed Account Program (MAP)?
MAP Enroll allows iJoin to automatically map and re-allocate Plan Participants to the most suitable managed portfolio based on their current circumstances and from their information pulled from Relius.
Set Up & Create Managed Account Fees
As an administrator within the iJoin portal, you have the ability to generate participant level fee reports that will calculate the applicable fees for those that are in a managed…
July – September 2024
Release Highlights - July through September 2024 iJoin has been updated with the following changes: Franklin Templeton Dynamic Fee Support: Our...
April – June 2024
Release Highlights - April through June 2024 iJoin has been updated with the following changes: LeafHouse/DFA Managed Account with Income Solution:...
Relius Managed Accounts Settings for Participants
iJoin’s managed account solution works with Relius functionality to track a participant’s managed account status. This will prevent participants with managed accounts from making their own investment elections/transfers on the web until they opt-out of the managed account.
January – March 2024
Release Highlights - January through March 2024 iJoin has been updated with the following changes: New AI Powered Help Widget: For those with access...
iJoin Enrollment Process
This video, “Understanding iJoin Enrollment,” is an overview of the iJoin enrollment experience. It walks the viewer through the step-by-step process and is intended to be used as an implementation guide.
Introduction to iJoin’s Partner Dashboard
This video, “Quick iJoin Overview for Advisors,” is an introduction to iJoin’s partner dashboard. It highlights plan and participant data analytics, success metrics, and customizable email messaging campaign capabilities.
Set Up a Risk Tolerance Questionnaire
How do I add a risk tolerance questionnaire?
Set Up Sponsor and Payroll Notifications
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.
Set Up “Managed Only” Investments (aka Sidecars)
Relius Disable Plan Web Election Change settings for “Managed Only” Investments
iJoin MAP Implementation Guide
On behalf of the entire iJoin team, we want to thank you for selecting iJoin as your enrollment and Managed Account Program solution.
iJoin Implementation Guide
On behalf of the entire iJoin team, we want to thank you for selecting iJoin as your digital plan enrollment solution.
Setting Up Allianz In Plan Annuities
iJoin provides the ability for In-Plan annuities to be offered via the participant enrollment and post enrollment experiences. This offering requires the following plan level set up within your Relius recordkeeping system as well and iJoin Administrative Portal.
Allianz Annuity FAQ
View or Download the Allianz Annuity FAQ document below:https://s3.amazonaws.com/ijoin.customer.logos/FAQ+Placeholder/AllianzFAQRK.pdf
Finicity Account Aggregation
Finicity is a Mastercard company that offers certain open banking solutions to connect financial data easily. It gives people the ability to access, control, and share their financial data with banks, lenders, or fintechs.
What Is EXPLORE? FAQs
What Is EXPLORE? iJoin Explore is a new extension of the participant experience that engages users to take steps towards long term financial...
Finicity FAQ
What does iJoin do with login credentials for the linked accounts? iJoin does not store login credentials we link to Finicity directly to pull the...
Set Up Explore Modules
Once your iJoin account is licensed for EXPLORE, you can enable this feature across any number of plans in your system. When enabled for a plan, the functionality becomes an integrated component of your iJoin user experience without the need to install or maintain an additional product.
April – June 2023
Release Highlights - April through June 2023 iJoin has been updated with the following changes: Various Page loading improvements have been...
Configure Relius Web to Launch User into Full iJoin Enrollment Experience
In Relius You can turn on a custom text widget that appears at the top of the dashboard page. This Widget has a button that will launch the user into the full enrollment experience, Including the beneficiary election page.
January – March 2023
iJoin has been updated with the following changes…
Activate A Plan For Enrollment
Once all edits have been made to the Plan through Experience Setup, Investment Paths and Notifications, it is time to Activate the Plan to enable Enrollment.
Set Up Managed Account Providers
Setup Managed Account Providers to be used in your Plans
Add New Plans
Start by signing into the Advisor Portal. The Dashboard screen will be displayed.
Set Up Plan in Relius
The following serves as the minimum setup required in Relius in order be able to sync a plan to the iJoin platform.
Enable LeafHouse Managed Account Solution
Once LeafHouse has been enabled for use. Setting up and editing LeafHouse Financial as a Managed Account Provider is done the Settings tab for users with Admin Rights
How do I reach customer support?
Once you sign a contract with iJoin you will be put in contact with your designated account representative.
October – December 2022
Release Highlights - October through December 2022 iJoin has been updated with the following changes: iGPS MAP - iGPS is a new MAP provider option...
Set Up Investment Paths
The Enrollment Experience Type selected for the Plan on the Plan Settings / Plan Defaults tab will determine the Investment Path Options that are available to the Plan and to the Participants on the Enrollment site.
Setting Up iJoin Managed Accounts and Adding to Plans
First, navigate to the Settings tab on the left of your screen. Select “Managed Accounts” and select the Create Provider button.
May – September 2022
Release Highlights - May through September 2022 iJoin has been updated with the following changes: Allianz In-Plan Annuity (BETA) - iJoin has been...
Establish Two Factor Authentication (Portal User)
iJoin portal users will be required to setup their account the first time they attempt to log into iJoin Portal after 2FA has been enabled on their account.
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