How can I check the value of each of my holdings in my investments? (web app)

To check the individual values of your investments within IQ Wealth, follow the steps below.

  1. Log into IQ Wealth

    IQ Wealth Login Page
  2. Go to Net Worth at the sidebar.
  3. Next, click on one of the investment categories.
  4. Click on one of your investments.
  5. Select the Holdings tab beneath the Summary section.
  6. Your holdings are listed in alphabetical order, displaying the balance for each.