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

• 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 the LeafHouse 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.
  • If using the LeafHouse Logo use this link
    
    • https://images.squarespace-cdn.com/content/v1/5b8d925175f9eecfbadf1b04/1536680830063-R2D4G7N3AYHPFKG775CG/leafhouse_logo.png

• Provider Funds does not need to be entered and you will see the below message.

• 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.

If you are using Relius Administration, also see: Managed Accounts Relius Settings for Participants.