From the home screen of the iJoin advisor portal, go to the left hand side navigation menu, select reports.
How to Generate an Outside Assets Report
read more
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.
Monitor Activity
Use the Activity Monitor to track the status of tasks such as Plan Syncs, Participant Syncs, Notifications and Managed Account Activity.