How to Set Up Managed Account Providers

1. Begin from the iJoin ACT dashboard homepage
   1. Navigate to the “settings” tab
   2. Select “managed accounts”
2. Click create provider.
3. Enter the name you wish to display for the MAP program. This will appear within the advisor portal and will be visible to system administrators.
4. Click the investment methodology dropdown
   1. Select your marketplace partner from the provided list.
5. Click the White Label dropdown
   1. Select the desired white label options from the provided list
6. Select a fee disclosure messages for display in the UI
7. Enter the provider logo URL
8. Determine if the methodology should permit a dynamic QDIA along with the age threshold.
9. Click “assign fees”
   1. Select the desired fee(s) from the provided list
10. Click complete provider setup
11. Click Save

If you wish to set up a managed account using the native iJoin five portfolios, the same path just outlined in this guide will be taken. The only difference is that the administrator must add all funds to be used and configure both the target rate of return and risk description.