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 account information
How often are account balances updated?
- Linked account assets are updated nightly within iJoin to keep the participant’s “Projected Retirement Income” calculations up to date.
What if my financial institution is not showing up as an option?
- If financial institutions are not available through Finicity, the outside account can still be managed manually
How do I unlink a Finicity account ?
- By deleting the account in the Your Other Savings section
Why is Finicity not available during the initial iJoin enrollment experience?
- iJoin intends to provide a streamlined initial enrollment experience, so we have purposely made the account aggregation feature available only to existing participants who wish to do more robust financial planning
How do I enable the Finicity Account Aggregation feature in iJoin?
- Toggle on Finicity Account Aggregation in Other Enrollment Setting
- Advisor Portal > Plans > select specific plan > Experience Setup > Other Enrollment Setting
Why am I unable to turn on the Finicity Account Aggregation feature?
- iJoin ACT must be enabled to utilize the Finicity Account Aggregation feature