White labels can be set as default and utilized in current and new plans. They can also be customized on a per plan basis.
How to Set Up White Labels for Plans
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How-to Videos
Step-by-step video tutorials for various tasks in iJoin
How to Set Up Advisor Access
For iJoin system administrators, manually setting up advisers within ACT is easy.
How to Enable Finicity Account Aggregation at the Plan Level
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.
How to Perform a Batch Update
Updating settings in bulk across many plans or users is easy. The batch update utility can be used for a variety of tasks.
How to Enable Two-Factor Authentication (2FA)
This extra layer of security helps protect your account and sensitive data. There are three methods to set up two factor authentication in ACT.
How to Set Up Plan Default Settings
Once set up, plan default settings will be applied to new plans automatically upon their creation in the adviser dashboard.
How to 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.
How to Set Up MAP as QDIA
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 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.
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