We realize that you may have many plans and we hope you will find navigating our advisor portal easy. This article is a guide to assist you in finding information on your plans.
1. Begin by logging in to your advisor portal.
Note: If you have not registered, please look for an email from us inviting you to register. If you have not received the invitation, please reach out to your representative. Be sure to follow the password requirements when creating your password.
2. After logging in, you will land on your "Plans" homepage, which will look something like this:
On the left side of the page, you will see the following options:
- Plans (homepage): This is the tab for the homepage.
- Onboarding: Onboard new plans.
- My Firm: Find your company information.
- Reports: Run reports for all plans or individual plans.
On the right side of your "Plans" page, your plans' summary will show:
- Market Value of Plans
- Number of Plans
- Participants with Balances
- Number of Eligible Participants
- Participation Rate
The question mark icon (?) surfaces our Help Center chatbot, which can help answer any questions you may have, as well as a link to our Help Center.
In the center of the "Plans" page, all your plans will have an individual tile or card, and you may click on each plan to see more detailed information.
Onboarding Tab
When you select the Onboarding tab, you can view plans that are onboarding, as well as status updates on various onboarding activities.
My Firm Tab
By choosing the My Firm tab you will see your company's information. For security purposes, you will not be able to edit the information under this tab. If you need to make changes to the information on this page please contact us directly.
Note: We strongly encourage you to set up a Two-Factor Authentication by clicking on Security Settings. Plan employers and employees are also encouraged to set up Two-Factor Authentication on their accounts.
Reports Tab
From the Reports tab, you can run reports for all plans or individual plans.
Reports that can be viewed for all plans are:
- Plan Metrics
- Employee Report
- Investment Program Overview
Individual plans will be listed by company name and plan status. You will be able to run the following reports:
- Plan Details
- Investment Model Overview
- Investment Model Details
- Assets By Fund
- Employee Details
- Employee Investment Performance
- Employee-Specific Reports (allows you to view the employee list and download Excel reports for individual employees within each plan)