Settings FAQs
Settings FAQs
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
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 Setup Plan Settings
Where do I modify Active Plan(s) settings?
Also Setup Plan Details
Where do I modify logo or Advisor photo?
Use the Settings / Profile section of Setup 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 Setup Plan Settings