iJoin Product Knowledge Base
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How Do I...?

Step-by-step directions for various iJoin tasks

  • Activate A Plan For Enrollment
  • Add New Plans
  • Batch Update
  • Configure Relius Web to launch user into full iJoin Enrollment experience
  • Create / Send An Email Campaign
  • Create A Draft Plan
  • Create An Email Template
  • Electronic Notice Feature
  • Enable LeafHouse Managed Account Solution
  • Enable STP/Tasks for iJoin Create/Post Transfers in Relius
  • Establish Two Factor Authentication (Portal User)
  • Finicity Account Aggregation
  • iJoin Automatic Enrollment
  • Monitor Activity
  • Plan Default Settings
  • Process Plan and Participant Syncs
  • Relius Managed Accounts Settings for Participants
  • Remove / Disable Plan from iJoin
  • Resolve Plan Validation Errors
  • Set Up A Plan For Automated Force Outs
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Categories

  • How Do I...?
  • Product FAQs
  • Release Notes
  • Portal Documents
  • Relius Integration Information
  • Documents and Disclosures
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