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Settings FAQs

Last updated on March 11, 2021

Can I customize the enrollment experience? Where?

Yes. You can customize all of the following:

  • Welcome Screen Image
  • Welcome Video
  • Logos
  • Advisor Photo
  • Color Scheme
  • Disclosures

Use Set Up White Labels

Can I change my settings on the Dashboard?

Yes. There are two ways to access Settings.

  1. Navigate to your Advisor Profile by clicking the Advisor Photo in the top right. Click Settings.
  2. Click the Settings tab from Advisor Portal

For more information on setting up or changing Plan Settings see  Set Up Plan Settings

Where do I modify Active Plan(s) settings?

Use Create A Draft Plan

Use Set Up Plan Settings

See Set Up Plan in iJoin

Also Set Up Plan Details

Where do I modify logo or Advisor photo?

Use the Settings / Profile section of Set Up Plan in iJoin

Are you able to accommodate Model Portfolios?

Yes. You are able to set them up under your settings on your Dashboard. See Set Up Plan Settings

Still need help?   Contact Us