How Do I...?
Step-by-step directions for various iJoin tasks
- Set Up iGPS Managed Accounts
- Setting Up Allianz In Plan Annuities
- Setup "Managed Only" Investments (aka Sidecars)
- Setup & Create Managed Account Fees
- Setup a Risk Tolerance Questionnaire
- Setup A Risk Tolerance Questionnaire
- Setup Enrollment
- Setup Explore Modules
- Setup Investment Paths
- Setup LDI Managed Account Funds
- Setup Managed Account Providers
- Setup MAP as QDIA
- Setup Notifications
- Setup Plan Contacts in Relius
- Setup Plan Details
- Setup Plan in Relius
- Setup Plan Settings
- Setup Sponsor and Payroll Notifications
- Setup Task Scheduling
- Setup Two-Factor Authentication