Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

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iJoin

Preview the Refreshed Enrollment User Interface

We’re excited to introduce a refreshed user interface (UI) for iJoin’s participant enrollment experience. While the overall workflows remain the same, the updated styling and branding bring a more modern, intuitive, and polished look to the platform, making it even easier for participants to understand their retirement goals and take action.

This page includes early access to screenshots, a video walkthrough, and a simple form to let us know when you’re ready to enable the new UI.

Enable the New UI

Visual Preview

Screenshot of the welcome panel in iJoin's enrollment UI.
Screenshots of the personal information entry and the income factors panels in iJoin's enrollment UI.
Screenshot of the investment options panel in iJoin's enrollment UI.
Screenshot of the "help me choose" investment options panel in iJoin's enrollment UI.
Screenshot of the "Manage it for me" investment options panel in iJoin's enrollment UI.
Screenshot of the "choose for myself" investment options panel in iJoin's enrollment UI.
Screenshot of the Your Path to Success panel in iJoin's enrollment UI.
Screenshot of the beneficiary selection panel in iJoin's enrollment UI.
Screenshot of the strategy authorization panel in iJoin's enrollment UI.
Screenshot of the Your Retirement Snapshot panel in iJoin's readiness widget UI.
Screenshot of the "Change Investment Options" panel in iJoin's readiness widget UI.
Screenshot of the "Modify Your Savings Strategy" panel in iJoin's readiness widget UI.
Screenshot of the "Personalize Your Projection" panel in iJoin's readiness widget UI.
Screenshot of the EXPLORE (participant education and financial readiness) panel in iJoin's readiness widget UI.

Enable the New UI

Q&A

Will any of the workflows change?

No. The overall user experience and workflows remain the same. Only the visual styling and branding have been refreshed.

Is there any setup required on my end?

No setup is required. Once you’re ready, we’ll handle the switch for you.

Can I preview this with my team before turning it on?

This page is intended to serve as your preview. It includes screenshots and a video walkthrough so you and your team can get familiar with the updated look.

How long do I have before I need to make the switch?

You’ll have at least a couple of months to decide when you’d like to enable the new UI. Eventually, we’ll sunset the legacy version, but you have time to make the transition on your own schedule.

I have a custom theme set up. Is that going to carry forward to the new experience?

Yes. Your existing custom theme and branding will be applied to the refreshed UI.

Ready to Enable the New UI?

Please fill out this form.

Thanks for being part of the iJoin community.

As always, we hope you feel free to reach out with any questions.

Enable the New UI