Release Timing: September 10, 2026 Release Overview This release continues the Advisor Web visual experience update and improves the structure of...
iJoin Release Notes – September 10, 2026
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How to Increase Participant Record Limits in Relius
How To: Increase Participant Record Limits in Relius If a plan exceeds 10,000 participants (the default setting in Relius), participant data will...
How to Set Up White Labels for Plans
White labels can be set as default and utilized in current and new plans. They can also be customized on a per plan basis.
How to Set Up Advisor Access
For iJoin system administrators, manually setting up advisers within ACT is easy.
How to Enable Finicity Account Aggregation at the Plan Level
Finicity is a Mastercard company that connects open banking solutions. It gives people the ability to access, control, and share their financial data with banks, lenders, or fintechs.
How to Perform a Batch Update
Updating settings in bulk across many plans or users is easy. The batch update utility can be used for a variety of tasks.
How to Enable Two-Factor Authentication (2FA)
This extra layer of security helps protect your account and sensitive data. There are three methods to set up two factor authentication in ACT.
How to Set Up Plan Default Settings
Once set up, plan default settings will be applied to new plans automatically upon their creation in the adviser dashboard.
How to Set Up EXPLORE Modules
Once your iJoin account is licensed for Explore, you can enable this feature across any number of plans in your system. When enabled for a plan, the functionality becomes an integrated component of your iJoin user experience without the need to install or maintain an additional product.
How to Delete Plans in iJoin
Deleting plans in iJoin is now a streamlined self-service process, eliminating the need to contact support. Follow these instructions to remove plans efficiently.
How to Set Up MAP as QDIA
From the iJoin advisor dashboard home screen, navigate to the plan summary screen of the plan you wish to set up…
How to Set Up Managed Account Providers
From the iJoin ACT dashboard homepage, navigate to the settings tab and select managed accounts…
How to Monitor & Engage Managed Account Participants
This walkthrough will show you how to review activities associated with managed account participants, along with showing the optimal path to communicate with managed participants.
How to Monitor Email Campaign Analytics
From the home screen of the I join advisor portal, go to the left hand side navigation menu and click messaging.
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.
Set Up MAP as QDIA
You are now able to set up a new or existing Managed Account Program (MAP) as your Qualified Default Investment Alternative (QDIA) through the iJoin portal.
iJoin Automatic Enrollment
UNDER CONSTRUCTION
Set Up iGPS Managed Accounts
Once your iJoin account has been licensed for the iGPS/PIMCO solution, as an iJoin user with administrative rights, you will need to go through the process of setting up iGPS as a managed account provider that can be assigned out to the applicable plans in your system.
Set Up & Create Managed Account Fees
As an administrator within the iJoin portal, you have the ability to generate participant level fee reports that will calculate the applicable fees for those that are in a managed…
Relius Managed Accounts Settings for Participants
iJoin’s managed account solution works with Relius functionality to track a participant’s managed account status. This will prevent participants with managed accounts from making their own investment elections/transfers on the web until they opt-out of the managed account.
Set Up a Risk Tolerance Questionnaire
How do I add a risk tolerance questionnaire?
Set Up Sponsor and Payroll Notifications
To ensure the appropriate contacts are notified when participants execute changes such as to contribution rates or beneficiaries, you will need to enable Notifications for each plan.
Set Up “Managed Only” Investments (aka Sidecars)
Relius Disable Plan Web Election Change settings for “Managed Only” Investments
Setting Up Allianz In Plan Annuities
iJoin provides the ability for In-Plan annuities to be offered via the participant enrollment and post enrollment experiences. This offering requires the following plan level set up within your Relius recordkeeping system as well and iJoin Administrative Portal.
Finicity Account Aggregation
Finicity is a Mastercard company that offers certain open banking solutions to connect financial data easily. It gives people the ability to access, control, and share their financial data with banks, lenders, or fintechs.
Set Up Explore Modules
Once your iJoin account is licensed for EXPLORE, you can enable this feature across any number of plans in your system. When enabled for a plan, the functionality becomes an integrated component of your iJoin user experience without the need to install or maintain an additional product.
Configure Relius Web to Launch User into Full iJoin Enrollment Experience
In Relius You can turn on a custom text widget that appears at the top of the dashboard page. This Widget has a button that will launch the user into the full enrollment experience, Including the beneficiary election page.
Activate A Plan For Enrollment
Once all edits have been made to the Plan through Experience Setup, Investment Paths and Notifications, it is time to Activate the Plan to enable Enrollment.
Set Up Managed Account Providers
Setup Managed Account Providers to be used in your Plans
Add New Plans
Start by signing into the Advisor Portal. The Dashboard screen will be displayed.
Set Up Plan in Relius
The following serves as the minimum setup required in Relius in order be able to sync a plan to the iJoin platform.
Enable LeafHouse Managed Account Solution
Once LeafHouse has been enabled for use. Setting up and editing LeafHouse Financial as a Managed Account Provider is done the Settings tab for users with Admin Rights
Set Up Investment Paths
The Enrollment Experience Type selected for the Plan on the Plan Settings / Plan Defaults tab will determine the Investment Path Options that are available to the Plan and to the Participants on the Enrollment site.
Setting Up iJoin Managed Accounts and Adding to Plans
First, navigate to the Settings tab on the left of your screen. Select “Managed Accounts” and select the Create Provider button.
Establish Two Factor Authentication (Portal User)
iJoin portal users will be required to setup their account the first time they attempt to log into iJoin Portal after 2FA has been enabled on their account.
Set Up Two-Factor Authentication
Two-factor authentication adds an additional layer of security to the authentication process by making it harder for attackers to gain access to a person’s devices or online accounts because knowing the victim’s password alone is not enough to pass the authentication check.
Enable STP/Tasks for iJoin Create/Post Transfers in Relius
This process is used for posting the STP transfer jobs that come into Relius from iJoin.