Documents area (web app)

If you need guidance on which documents to upload to IQ Wealth, please refer to our suggestions below.

  1. Log into IQ Wealth using the button below.

    IQ Wealth Login Page
  2. To access the Documents area, click this on the left-hand sidebar.
  3. You will see a list of default folders such as Anti Money Laundering Documents, Your Review Packs, Power of Attorney and Wills.

Here is a list of which files can be uploaded to each folder:

  • Anti Money Laundering Documents: Passport, driving licence, bank statement, utility bills
  • Your Review Packs: Performance reports
  • Tax information: P60, payslip, tax return, tax code changes
  • Market updates: Commentary on your portfolio
  • Plan Information: Any documentation relating to any of your plans
  • Client Agreements: Signed Client Agreement with Investment Quorum
  • Property documents: Council tax bill, rental agreement, mortgage statement
  • ICE - In Case of Emergency: Any documents that can assist your loved ones, such as instructions to find your original will, or the PIN code to any devices
  • Insurance Documents: Policy information, Trust documentation
  • Suitability Documents: Financial planning reports, suitability letters, Key Features Documents, illustrations
  • Power of Attorney: Copy of your Power of Attorney documents
  • Wills: Copy of your Will

If you need help uploading any documents, please visit our article by clicking the button below:

How to upload a document (web app)