Setting Up iJoin Managed Accounts and Adding to Plans

Setting up a Managed Account and adding a managed account to plan.

• 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 
    • Select Add Funds button
      • Enter the investment Name and if the fund is available it will populate

    

    • Complete the Investment Details
      
      • Enter a Target Rate of Return if one is not present
      • Enter a Risk Description 
      • Select Save

    

  • 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.