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...
Finicity FAQ
read more
Help & User 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.
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.
Set Up Two-Factor Authentication
Two-factor authentication adds an additional layer of security to the authentication process by making it harder for attackers to gain access to a person’s devices or online accounts because knowing the victim’s password alone is not enough to pass the authentication check.
Enable STP/Tasks for iJoin Create/Post Transfers in Relius
This process is used for posting the STP transfer jobs that come into Relius from iJoin.
Remove / Disable Plan from iJoin
Start by disabling “Allow Participant Enrollment and iJoin On-Track Enrollment” through Relius.
Plan Default Settings
The Settings / Plan Defaults tab contains the default settings to be used for new Plans.
Set Up Notifications
Notifications are triggered when a Participant-directed change is made on the Enrollment site.
Data Security FAQs
1. How secure is the data between the recordkeeping system and iJoin? For data flow between Recordkeeper and iJoin; All data in transit is encrypted...
Salary Determination FAQ
How does iJoin determine the salary to use in the Projected Retirement Income calculations?
January – March 2022
Release Highlights - January through March 2022 iJoin has been updated with the following changes: MAP Fee Disclosures - New features have been...
How to Generate a Plan Health Report
Note: Plan Health Reports can only be generated for plans that are enabled for ACT license.
iJoin ACT Email Campaign Content
Use this document for content review with your compliance team.
Create An Email Template
The Email Templates are selected when making a new email campaign.
Electronic Notice Feature
iJoin now provides a mechanism by which plan participants can opt-out of the electronic delivery of required notices in accordance with new regulations.
Create / Send An Email Campaign
iJoin provides email campaign templates for Onboarding and Re-Enrollment. The option to create your own template to be selected when making a new email campaign is also available.
Create A Draft Plan
The Active Plan needs to be in a draft status to make certain changes to Experience Setup and to the Investment Paths on Plan Details. The draft Plan will enable edits to the Plan while still keeping the current version of the Plan in an Active status for Enrollments, if applicable.
Set Up LDI Managed Account Funds
Setting up the LDIndex Funds for the Plan in Relius
Batch Update
There will be times when you need to update settings across all or a subset of Plans or Users. This can be accomplished through the Batch Update utility within the Advisor Portal.
Set Up Plan Settings
The Plan Settings tab are where the Plan Settings and Plan defaults are stored for new Plans.
December 2021
Release Highlights - December 2021 iJoin has been updated with the following changes: MAP Auto Allocation - This new feature allows you to setup a...
October – November 2021
Release Highlights - October & November 2021 iJoin has been updated with the following changes: Opt-In MAP - You now have the ability to enable...
How is Pay Frequency determined by iJoin?
How does iJoin determine the # of pay periods (pay frequency) to use for a plan and participant?
Set Up Enrollment
Use the Experience Setup tab in Plan Details to enable Participant Enrollments or to make changes to an existing Experience Setup on a Plan.
Investment Paths FAQs
What are the Investment Path Options for a Plan? iJoin Standard (Investment Paths): Default Investment Manage It For Me Help Me Choose ...
What Is Enrollment Experience Type?
The Enrollment Experience Type selection determines the Investment Paths Options available to the Plan and to the Participants on the Enrollment site. This field setting is used as a default for all new Plans being added to iJoin. This setting can also be changed on a Plan level.
Monitor Activity
Use the Activity Monitor to track the status of tasks such as Plan Syncs, Participant Syncs, Notifications and Managed Account Activity.
Set Up A Plan For Automated Force Outs
The Automated Force Out Process is available to plans on the iJoin platform if the plan is enabled for the ACT feature. iJoin must be updated if a Plan is eligible and wants to utilize this feature.
Resolve Plan Validation Errors
Errors may occur in iJoin upon adding new Plans, processing Plan syncs and when activating a Plan.
April 2021
iJoin has been updated with the following changes: iJoin ACT Participation Metric – Based on user feedback, we have adjusted the Active Participation metric on the iJoin ACT analytics platform so that…
Set Up Task Scheduling
Use Task Scheduling to automatically run tasks on a specific date or frequency.
Funds FAQs
How does iJoin determine expected rate of return for investments in the projected balance calculations? For all investments iJoin uses the BlackRock...
RTQ FAQs
What does RTQ mean? Risk Tolerance Questionnaire Where do I create an RTQ? The RTQ questions and answers with point values are established in...
Dashboard FAQs
Will all Advisors be visible on my dashboard? Where can I look for more options related to my Dashboard settings?
Disclosures FAQs
Can I modify the End User Agreement? Can I modify the Final Disclosures? Where do I Add Additional Disclosures? Where can I see the current Additional Disclosures?
Settings FAQs
Can I customize the enrollment experience? Where? Can I change my settings on the Dashboard? Where do I modify Active Plan(s) settings? Where do I modify logo or Advisor photo? Are you able to accommodate Model Portfolios?
What is “Greeting Type?”
The Presentation Type selection determines which Plan Contact information is displayed on the Participant Enrollment site for the Enrollment Greetings page, the Completed Enrollment page also on the Participant Enrollment Confirmation report.
User Support Topics
Help Topics
How-To Videos
Product FAQs
Portal Documents
Release Notes
Feature Blog
Relius Integration
Documents & Disclosures