Navigate to the Settings tab on the left of your screen.
Select Managed Accounts
Select the Create Provider button.
Enter the Provider Name.
This will appear when selecting a Program Provider for a plan and on Personal Retirement Picture reports for participants.
Select your Managed Account Methodology from the available list under the Investment Methodology dropdown.
If this option is not available please contact customer support
Enter the Fee Disclosure Message
Enter your provider Logo.
Depending on Method you will either need to enter funds or no fund configuration is needed.
If entering funds
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- Select Add Funds button
- Enter the investment Name and if the fund is available it will populate
- Select Add Funds button
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- Complete the Investment Details
- Enter a Target Rate of Return if one is not present
- Enter a Risk Description
- Select Save
- Complete the Investment Details
If the methodology does not require adding funds you will see the following
Check the Complete provider setup and enable for use box.
Select Save.
Confirmation of a successful save will show.
Provider will now be available in the Managed Account Program setup drop down in a plan’s Investments Paths.
Adding Managed Accounts to a Plan
Navigate to the Plan in iJoin and select Investment Paths
Toggle the Managed Account Path to On
The Map Program Setup window will pop up, Select Modify
From the Program Provider drop down select your Manage Account
The name created for the program provider will show here.
Select Save
The Managed Account Program selected will now show under the Map Program Setup
Navigate to the Activation tab
Select Activate Latest Changes
Your Managed Account is now enabled as an Investment selection.