From the home screen of the I join advisor portal, go to the left hand side navigation menu and click messaging.
How-to Videos
Help Topics
How-To Videos
Product FAQs
Portal Documents
Release Notes
Relius Integration
Documents & Disclosures
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 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.