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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.
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  1. Log into IQ Wealth

    ‍IQ Wealth Login Page
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  2. Go to Net Worth at the sidebar.
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  3. Next, click on one of the investment categories.
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  4. Click on one of your investments.
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  5. Select the Holdings tab beneath the Summary section.
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  6. Your holdings are listed in alphabetical order, displaying the balance for each.
Author Picture
Charlotte Thomas
Operations and Technology Manager
Charlotte is Investment Quorum's Operations and Technology Manager. She works hard to increase our firm's operational efficiency across all departments by utilising technology, allowing our team to spend more time face-to-face with clients.
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